The Teberg Fund is an actively managed portfolio of mutual funds which seeks to maximize total return. It attempts to offer investors the opportunity to invest in a mix of funds within a single account, under the management of a professional who does the research, picks the funds and decides the best times to buy and sell.
The goal of The Teberg Fund is to maximize total return through capital appreciation and income. Appropriate for the conservative investor who is prepared to make a long-term commitment, The Teberg Fund is managed on a day-to-day basis by Portfolio Manager Curtis A. Teberg.
The Teberg Fund has been actively managed on a day-to-day basis by Curtis A. Teberg since its inception in 1988. He brings over 30 years of experience in researching, monitoring and managing mutual funds for conservative investors. Mr. Teberg holds series 7, 24, and 63 licenses.
Curtis A. Teberg was one of the first investors to set up this type of mutual fund, and The Teberg Fund is currently one of the oldest of these types of funds in existence. Curtis A. Teberg is also the largest investor in The Teberg Fund, with his own personal finances impacted by each gain and loss.
| Nav | Nav Daily Change | & Daily Change | % YTD Return | One Month | Three Months | Six Months | One Year Through 6/30/18 |
|---|---|---|---|---|---|---|---|
| 9.70 | 0.08 | 0.83% | 4.19% | 0.41% | 1.04% | 0.41% | 8.84% |
| 0.41% | 1.04% | 0.41% | 8.84% |
These security holdings are presented to illustrate examples of the securities that the fund has bought and the diversity of areas in which the funds may invest, and may not be representative of the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered to be investment advice.
| Since Inception through 6/30/18 | 0.12% |
| Max Sales Charge | 8.84% |
| Security Description | Percentage |
|---|---|
| Holding name here | 7.5% |
| Holding name here | 7.5% |
| Holding name here | 7.5% |
| Holding name here | 7.5% |
| Holding name here | 7.5% |
| Holding name here | 7.5% |
These security holdings are presented to illustrate examples of the securities that the fund has bought and the diversity of areas in which the funds may invest, and may not be representative of the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered to be investment advice.
The goal of The Teberg Fund is to maximize total return through capital appreciation and income, and may be appropriate for the conservative investor who is prepared to make a long-term commitment.
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If you have additional questions or would like to speak to someone about including The Teberg Fund in your financial investment strategy, contact our office today.
