MODERN INVESTMENTS – UNCOMPROMISED, PERSONAL SERVICE
At Modern Investments, our core values, brand promise and investment advisors are the biggest drivers of our success.
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Meet Our Leadership Team
Performance At A Glance
QUARTER-END PERFORMANCE AS OF 9/30/2016
| 3 Months | YTD | 5 Years | Since Inception | |
|---|---|---|---|---|
| Value Fund Class I | 9.41% | 59.94% | 11.37% | 9.72% |
| Value Fund Class II | 9.39% | 59.78% | 18.76% | 6.54% |
| Value Fund Class III | 5.34% | 53.12% | 13.44% | 8.57% |
| Value Fund Class IV | 8.87% | 18.84% | 9.87% | 6.74% |
| Value Fund Class V | 15.49% | 9.80% | 16.31% | 8.23% |
DAILY NAV
| Fund | NAV | Daily Change |
|---|---|---|
| Value Fund Class I | $17.06 | +.08 |
| Value Fund Class II | $15.68 | +.32 |
| Value Fund Class III | $11.09 | +.54 |
| Value Fund Class IV | $9.87 | +.11 |
| Value Fund Class V | $12.03 | +.018 |
TOP TEN HOLDINGS
| Holding | Percent |
|---|---|
| Apple | 2.75 |
| SC Johnson | 2.51 |
| Microsoft | 2.04 |
| Exxon Mobile | 2.03 |
| JP Morgan Chase & Co. | 2.00 |
| Coka-Cola, Inc. | 1.98 |
| General Electric Co. | 1.87 |
| Procter & Gamble Co. | 1.76 |
| Visa, Inc. | 1.62 |
| Topps, Inc. | 1.32 |
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-877-862-9556. The Fund imposes a 1.00% redemption fee on shares held for 30 days or less. Performance data does not reflect the redemption fee. If it had, returns would be reduced.
The S&P 500 Index is an index of 500 large capitalization companies selected by Standard & Poor’s Corporation. One cannot invest directly in an index. Free cash flow (FCF) represents the cash that a company is able to generate after laying out the money required to maintain or expand its asset base.
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FROM OUR BLOG
Some sage wisdom from our advisors.
A MESSAGE FROM OUR CEO
An investment strategy designed to endure.
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