Distribution Detail
Manager Bios
Portfolio Statistics
Quarterly Updates (PDF)
Objective

FAM Equity-Income Fund's investment objective is to provide current income as well as long-term capital appreciation by investing primarily (at least 80% of its total assets) in income-producing equity securities. This Fund distributes its income on a quarterly basis and may be an appropriate investment vehicle for a shareholder primarily seeking capital appreciation where income is an additional consideration.


Account Minimums and Types of Accounts Offered
Minimum Initial
Investments

Regular Investment Accounts

*Retirement Accounts
(Traditional IRA, Roth IRA, Coverdell ESA, SEPs, 403(b)(7), and SIMPLE IRA)

UGMA/UTMA Accounts

$2,000

$500

$2,000

* FAM Funds charges no annual maintenance fee on any retirement account established with our Funds.


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