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Dec 2019 Distribution Notice

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Existing shareholders


Al Frank Mutual Fund

imgThe Al Frank Fund (VALUX) was launched in January 1998 and aims for long-term capital appreciation.

The Advisor to the Al Frank Fund is Kovitz Investment Group and it’s managed by John Buckingham CIO of the AFAM Division within Kovitz and Jason Clark, Sr. Portfolio Manager.

Click here to download our prospectus.

Company Highlights

For more complete information about The Al Frank Fund, please follow this link to view the prospectus or call 888.263.6443 to have one mailed to you. Please read the Fund prospectus carefully before you invest.


We discriminate among potential investments by their relative valuation metrics and our assessments of stock-specific risk. We buy only those stocks we find undervalued along several lines relative to their own trading history, those of their peers, a particular universe or the market in general, and buy at prices based on a range of potential risks.


Our approach focuses on broadly diversified investments in undervalued stocks for their long-term appreciation potential. We don’t rely nearly as much on “how many” as we do “in which”. We believe expansive diversification helps minimize the risk of individual stock ownership, while maximizing the likelihood of finding appreciative investments among the undervalued masses.


Our philosophy is geared towards long-term investing. We attempt to purchase securities we believe are out of favor or undervalued and hold them until they have reached their fair value. Returns tend not to be of the ‘straight up from here’ sort…takes a special dose of patience to ride the ups and downs of the typical value stock.