OBJECTIVE
Volumetric Fund's objective is capital growth. Its secondary objective is
downside protection.
INVESTMENT APPROACH
Growth and protection. The Fund uses a downside protection
technique to minimize risk.
INVESTMENT STYLE
The Fund considers itself a "multi-cap core" fund. It invests in a broadly diversified blend of large,
mid and to a lesser extent, small-cap stocks.
The Fund will allocate a portion of its assets into money market
or cash equivalents under negative stock market conditions. Since September 1,
2000, the Fund has introduced a mathematical based trading system, the
"Volume and Range" system, to manage its portfolio (see
history).
100% NO-LOAD
No sales commissions
No redemption fees. (To prevent market timing, a 2% fee applies, if shares are
held for less then 7 days.)
INVESTMENT MINIMUMS
To open an account $500
Additional Purchases $200 ($100 with the Automatic
Investment Plan)
HOW TO INVEST
Starting an account with Volumetric is easy. After reading the prospectus,
simply fill out the
application form and return it to Volumetric with your check. Your
shares of the Fund will be purchased the same day your check is
received and your statement will be mailed to you the next
business day.
HOW TO OBTAIN PROXY VOTING INFORMATION
The Fund's proxy voting policies and procedures is available without charge , upon request, by calling the Fund at 1-800-541-3863. The Fund files its proxy voting record with the SEC and the record is available on the SEC's website www.sec.gov or upon request from the Fund..
PAST PERFORMANCE
See Volumetric's past performance.
HISTORY OF VOLUMETRIC FUND
* 1978 -Volumetric Fund began as Volumetric Investment Society, a
limited partnership.
About 17 people invested their money with Gabriel Gibs, founder of Volumetric Fund.
* 1984 - The Fund is registered with the SEC as it had grown by
word of mouth to over 100 shareholders.
* 1987 - The Fund is opened to the public as an open end mutual
fund with the investment philosophy based on Mr. Gibs' MBA thesis
titled "How To Forecast Stock Trends By Volume
Analysis,".
* September 1, 2000 - Volumetric Fund has introduced an advanced mathematical
trading system, the "Volume & Range" system, (previously named "Strength and Protection
system). With this system Volumetric Fund significantly outperformed the stock
market in down years and also in up years. (See, "What is New".)
GABRIEL GIBS
CHAIRMAN, FOUNDER, CHIEF EXECUTIVE OFFICER, PORTFOLIO CO-MANAGER
Gabriel Gibs was born in
Budapest, Hungary in 1936. He came to the United States in 1957
as a college student..
Initially, he attended the University of California at Berkeley
as a chemical engineering major, before he moved to New York. He
received a B.S. degree in chemistry in 1963, at what is now the
City University of New York (CUNY).
He has also received an MBA
degree in Finance from Pace University in 1974. The principles of his MBA thesis,
titled "Forecasting Stock Trends By Volume Analysis",
has been the foundation of the Volumetric Fund's trading system. .
After graduation Mr. Gibs got his first job as a chemist in the Lederle Division of American Cyanamid Co. in Pearl River, New York. Then, from 1968 to 1975, he worked for St Regis Paper Company, now part of International Paper, as a chemist. During these years he became very interested in the stock market as a hobby.
Between 1975 and 1986 he was employed in various capacities by Lonza, Inc., a chemical company in Fair Lawn, New Jersey. He started Volumetric Fund in 1978, as 17 co-workers, friends, and relatives invested their money in the new Fund. In 1986, as Volumetric kept growing, Mr. Gibs left Lonza to manage the Fund full time. In September of 1987, Volumetric Fund went public.
Mr. Gibs has been a guest on various television and radio shows and was interviewed numerous times for newspaper articles. He is also the President of Volumetric Advisers, Inc, the Fund's investment adviser. Mr. Gibs is married and has two children and four grandchildren.
IRENE J. ZAWITKOWSKI
PRESIDENT, CHIEF OPERATING OFFICER, PORTFOLIO CO-MANAGER
Irene Zawitkowski was born in 1953 in New Jersey. She has a B.S. degree in Accounting and received an M.B.A. degree in Finance in 1978 from Fairleigh Dickinson University.
Ms. Zawitkowski was working at Lonza, Inc. as an accounting supervisor in the mid 1970s. She assisted Mr. Gibs in setting up Volumetric in 1978. She has been an officer of the Fund since inception. She has been named to President and Portfolio Co-Manager in September, 2003. She is also Executive Vice President of Volumetric Advisers, Inc. Ms. Zawitkowski is married and has two children.
BOARD OF DIRECTORS
William P. Behrens Member of the Nominating Committee
Gabriel J. Gibs Chairman and Chief Executive Officer the Fund
Josef Haeupl Member of the Audit Committee
Raymond T. Mundy Member of the Nominating Committee
Stephen J. Samitt Chairman of the Audit Committee
Allan A. Samuels Member of Nominating Committee
David L. Seidenberg Member of the Audit Committee
Raymond W. Sheridan Chairman of the Nominating Committee
Irene J. Zawitkowski President and Chief Operating Officer of the Fund
TICKER SYMBOL
VOLMX
CUSIP NUMBER
928741107
TRANSFER AGENT/ INVESTMENT ADVISER
Volumetric Advisers, 87 Violet Drive, Pearl River, New York 10965
MEMBER OF
PRIVACY POLICY
Volumetric Fund, Inc. and its affiliate Volumetric Advisers, Inc. have always
worked hard to maintain the highest standard of confidentiality and to respect
the privacy of its shareholders and clients. The non-public personal
information collected about you comes primarily from the account applications or
other forms you submit to Volumetric Fund, Inc.
We do not market or disclose information about you to anyone, except as
permitted by law. For example, this may include disclosing information
according to your express consent to fulfill your instructions, such as in a
mortgage application, or to comply with applicable laws and regulations.
We limit information about you to those of our employees who are
involved in servicing your account. We maintain physical, electronic, and
procedural safeguards that are designed to comply with federal standards to
guard the information. If our relationship ends, we will continue to treat the
information as described in this Privacy Policy notice.
This notice complies with Federal law and SEC regulations regarding
privacy. If you have any questions or concerns please contact us at
Volumetric Fund, Inc.
Volumetric Fund, Inc.
87 Violet Drive
Pearl River, New York 10965
845-623-7637 & 800-541-FUND (fax 845-623-7732)
Questions or Comments go to info@volumetric.com
© 1997 Volumetric Fund, Inc.
All Rights Reserved
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