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Mutual Funds

Buy low, hold and sell high.

On the face of it, it's not complicated. In truth, it takes patience and a strong stomach to look beyond the ups and downs, the teeth gnashing and the hand-wringing that mar daily life on Wall Street. We find shelter from the chaos in an investment philosophy that's built on a firm foundation of selection, diversification and patience – the bedrock of our mutual fund strategies.

The Al Frank Fund Family is comprised of two mutual funds: the Al Frank Fund (VALUX), which we launched in January 1998, and the Al Frank Dividend Value Fund (VALDX), which we introduced in September 2004.

The Al Frank Fund aims for long-term capital appreciation, while the Al Frank Dividend Value Fund is designed for long-term total return from both capital appreciation and, secondarily, dividend income.

Both funds have been managed since their inceptions by John Buckingham, Chief Investment Officer of Al Frank Asset Management.

Read the details on fund performance.

View our Prospectus and Annual Reports.

Look here to learn how to invest in the Funds.

 

News and Announcements

14 Aug 2008 Al Frank announces a new CEO read more »
15 Jul 2008 Al Frank Fund celebrates a key milestone, beating 99% of its peers in the mid-cap blend category. read more »

 

Disclosures:

Shares of The Al Frank Funds are currently offered only in the United States to U.S. investors and are not available for sale in any jurisdiction other than the United States. The information on this Web site should not be considered a solicitation to buy or an offer to sell shares of The Al Frank Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

For more complete information about The Al Frank Funds, 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.

Mutual fund investing involves risks. Principal loss is possible. Investing in securities of small- and medium-capitalization companies will involve greater price volatility and more limited liquidity than large-capitalization companies.

The Al Frank Funds are distributed by Quasar Distributors, LLC.