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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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