FAQs

Frequently Asked Questions

1. How is a "fund of funds" different from other mutual funds?

Most mutual funds are made up of individual stocks. The Teberg Fund""s portfolio consists of a diverse group of mutual funds. We pick our funds from the vast universe of mutual funds on the market and are not tied to just one fund family. This gives us unlimited choices and allows us to buy funds managed by top money managers from the most respected fund families in the business.

2. How do you decide which funds to buy?

First we look for good quality funds with solid performance. Next we try to buy these funds at value prices, meaning when the market is low. We continually review the portfolio, improve our positions when we have the opportunity and lock in profits when appropriate.

3. How risky is the Fund?

Morningstar includes The Teberg Fund in its conservative allocation category. There is a detailed discussion of the Fund""s risk ratings under the Fund Information heading. Our goal is to control risk and miss the big swings in the market. This is not a fund for thrill seekers, but rather for those who want to hang onto their assets and achieve steady growth.

4. Are there any sales charges to buy or sell The Teberg Fund?

No, The Teberg Fund is a no-load mutual fund with no front or back-end sales charges.

While the Fund is no-load, management and other expenses still apply. Please refer to the Prospectus for further details.

5. How do I invest in The Teberg Fund?

The first step is to obtain a prospectus and application by downloading them from this website or calling us toll-free at 1-866-209-1964.

Next mail the application and your check made payable to The Teberg Fund to one of these addresses:

Standard Mail:
The Teberg Fund 
c/o U.S. Bancorp Fund Services, LLC 
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight Mail:
The Teberg Fund 
c/o U.S. Bancorp Fund Services, LLC 
615 East Michigan Street 
Milwaukee, WI 53202

(Additional money and all other shareholder correspondence may be mailed to the same addresses.)

6. What is the minimum investment amount?

The minimum initial investment amount is $25,000.00 per account. The minimum additional investment amount is $1,000.00 for regular accounts and $100.00 for retirement accounts.

7. Can I open an IRA or other tax-deferred accounts with The Teberg Fund?

Yes. IRA applications are available on this website or by calling 1-866-209-1964. The Teberg Fund can also be made available in 403(b) and 401(k) plans.

8. Why can""t I find The Teberg Fund in the mutual funds section of my local paper?

Many newspapers have different criteria for a fund to be listed and may not include The Teberg Fund. Our net asset value is updated daily on this website or you can go to any fund quote service and enter our symbol - TEBRX, which is traded on the Nasdaq like all mutual funds.

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