Conservative Equity Growth ~

No-Load Mutual Fund

Celebrating 40 Years of Personal Service

Net Asset Value (Ticker: VOLMX)

  

Closing Date:         Dec 10, 2019

Share Price:                      $ 21.64

Change:                           - $ 0.05

Year to Date Return:     +17.48%

Volumetric Index*:       $ 360,509

   *The Volumetric Index shows the value of $10,000 hypothetical investment in Volumetric on Jan 1, 1979, with all dividends and distributions reinvested. Past performance is not necessarily an indication of future performance.

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Investment Style

  • Stock Investing with a Conservative Approach

  • Well Established US Companies

  • Diversified Stock Portfolio of Large and Mid-Size Companies

  • Invest More in Stocks when Market Indicators are Positive and Less when Indicators are Negative, to Find the Right Balance of Growth and Protection

  • Portfolio Allocation is Between Stocks (75% to 95%, typically) and Money Market Investments (25% to 5%, typically). Based on Our Indicators and Market Conditions

 

What We Offer

Individual & Joint AccountS
Low Account Minimum of $500
Retirement AccountS
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Automatic Investing
No Commissions
NO-Load
Personal service - we Focus On
You
 

 CONTACT US

For any inquiries, please contact us:
Phone

800-541-FUND or 845-623-7637   

email address (GENERAL iNQUIRIES)
Send A Message

Please complete the following information:

address

87 Violet Drive

Pearl River, New York 10965

FAX

845-623-7732

 

Phone: 800-541-FUND or 845-623-7637

Email: info@volumetric.com

Volumetric Fund, Inc.

87 Violet Drive, Pearl River, New York 10965

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