Conservative Equity Growth ~
No-Load Mutual Fund
Celebrating Over 40 Years of Personal Service
"Volumetric Fund began with the concept to help friends and family invest in the stock market. Since that time in 1979, we have many more investors; however, our dedication and personal attention to our shareholders remains the same. We look to build relationships and treat you as a friend and family member."
Gabriel Gibs - Founder
Net Asset Value (Ticker: VOLMX)
Closing Date: June 5, 2020
Share Price: $ 20.50
Change: + $ 0.37
Year to Date Return: - 4.25%
Volumetric Index*: $ 352,975
*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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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