Wall Street Experience, Main Street Values
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A prospectus with more complete information, including charges and expenses, is available for download or by mail. Please review the prospectus and read it carefully before you invest or send money.
© Copyright 2005 - 2007 The CAMCO Investors Fund. All rights reserved.
If you have any questions, please call Shareholder Services Toll-Free 1-866-878-5677
The CAMCO Investors Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
The CAMCO Investors Fund is self-distributed..
Investment Products are not FDIC Insured, Offer no Bank Guarantee and May Lose Value
Interview
Q&A with Rick Weitz, Lead Manager of The CAMCO Investors Fund
A. CAMCO is an acronym for Cornerstone Asset Management, our registered investment advisory firm that manages the Fund.
Q. What does the “CAMCO” stand for?
Q. For what type of investor is the Fund appropriate?
A. Investors looking for a basic, foundational fund with which to begin or on which to build their long-term investment strategy. We appeal to a broad spectrum of conservative investors who want long-term total return from a combination of capital gains and some current income, and are patient enough to handle some fluctuation along the way. The Fund has the added feature of our ethical screening of stocks.
Q. Why did you decide to take the Fund in this ethical direction?
A. We have used the same ethical screens in our privately managed accounts for nearly twenty years. Our clients have told us they want socially conservative ethical screens. Most of the “socially responsible” funds available to investors lean to the left of the political and social spectrum. We saw the need for an ethically conservative fund, and decided to offer our own.
Q. Why don’t more investors take this approach?
A. Many don't know it's available. Others are unaware that their mutual fund dollars are being invested in companies they would never personally support. As investors learn more, they ask themselves, “Why should I invest and encourage others to violate the very principles I believe in so strongly?” Once they realize they don’t have to sacrifice their ethical principles to invest profitably, they begin looking for someone like us.
Q. What does the portfolio look like?
A. The Fund is split roughly three ways among growth stocks, value-priced stocks for growth with some income, and income vehicles such as preferred stocks, convertibles and Real Estate Investment Trusts (REITs). The exact proportions will be based on the opportunities we find in the markets at any given time.
Q. How do you choose which stocks to buy?
A. We are like yard-sale shoppers looking for bargains. We want to buy into established, financially sound companies whose shares are selling well below our estimate of their actual value. Perhaps a company had a bad quarter or some other bad news that’s behind it, but Wall Street is still avoiding the stock. Perhaps it’s a good company in an out-of favor industry. Perhaps there’s some good news that the markets haven't fully recognized yet, or company insiders are loading up on the stock. We try to avoid Wall Street’s herd mentality. After all, if you do what everyone else is doing, you'll get the same results as everyone else.
Q. What are your minimums and what types of accounts can you accommodate?
A. The Fund's minimum investment is only $1,000, less in some IRA and Roth IRA accounts. The Fund is available for regular and joint accounts, IRAs, Roth IRAs, SEP-IRAs and other retirement accounts, as well as UGMAs, UTMAs and more. Many investors can invest in the Fund through their regular brokerage accounts.
The National Association of Christian Financial Consultants
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Securities Offered Through
Syndicated Capital, Inc.
member FINRA/SIPC