Gilead Fund
The Gilead Fund is a diversified no-load*, mutual fund that seeks to provide long-term capital appreciation. The Fund invests primarily in a broad range of equity securities without limitation to market capitalization.
Investment Strategy
The following highlights our investment strategy:
• Analysis of the holdings of proven fund managers and analysts that,
in the Advisor’s opinion have exhibited superior long-term results.
• Security selection based on indicators such as
price-to-sales ratio and free cash flow.
• Buying companies that create value with the highest ethical standards.
The Fund is newly organized and may be subject to substantial
short-term changes. All mutual funds carry a certain amount
of risk, including the risk that the Fund may not achieve its
investment objective. The Fund’s return will vary and you
could lose money on your investment. Investing in socially
responsible companies is subject to risks such as competitive industry
conditions, limited earnings history and a reliance on one or a limited
number of products. These factors may affect the value of
your investment.
Top 10 Holdings
Top 10 holdings as of November 26, 2008, subject to change. The list will be updated on a quarterly basis.
- AMAG Pharmaceuticals
- Suntech Power
- Inspire Pharmaceuticals
- XTO Energy
- Onoke
- Transocean
- Bristow Group
- China Natural Gas
- Agrium
- optionsXpress
*there are other expenses that apply to a continued investment in the fund and are described in the fund's prospectus.