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The Value Fund seeks to provide capital appreciation with a secondary objective of current income.
The Value Fund focuses on the large cap value segment of the U.S. equity market. It seeks to invest at least 80% of its total assets in large cap equity securities of companies in the value segment of the market. The Value Fund considers a company to be a large cap company if it has a market capitalization of $5 billion or greater at the time of purchase. Using the "value" approach, the Fund's Advisor buys those securities considered to be conservatively valued relative to the securities of comparable companies. To earn current income, the Fund will invest in the equity securities of companies that have a proven history of paying consistent dividends.
As of 3/28/13 the fund owns shares in 101 of America's largest companies:
This fund may be suitable for long-term investors who seek appreciation of capital. Investors should be willing to accept the potential volatility of such investments.
Offering by prospectus only. Investors are advised to consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. For complete information regarding performance data current to the most recent month end and to obtain a prospectus, contact:
David Lerner Associates, Inc.
477 Jericho Turnpike
P.O. Box 9006
Syosset, New York 11791-9006
Read the prospectus carefully before you invest or send money. Neither the information, nor any statement expressed or implied herein, constitutes solicitation by David Lerner Associates, Inc. for the purchase or sale of any securities.
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