Conservative Equity Growth ~
No-Load Mutual Fund
Celebrating over 40 Years of Personal Service
Net Asset Value (Ticker: VOLMX)
Record High NAV
Closing Date: January 23, 2020
Share Price: $ 22.16
Change: + $ 0.06
Year to Date Return: + 3.50%
Volumetric Index*: $ 381,557
*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
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Stock Investing with a Conservative Approach
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Well Established US Companies
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Diversified Stock Portfolio of Large and Mid-Size Companies
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Invest More in Stocks when Market Indicators are Positive and Less when Indicators are Negative, to Find the Right Balance of Growth and Protection
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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
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Automatic Investing
No Commissions
NO-Load
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