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Approach

The Henssler Equity Fund is a no-load* diversified portfolio of high quality common stocks. The Fund investment objective is to seek growth of capital. The Henssler Equity Fund can invest in predominantly Mid- and Small-Cap companies combined with a blend of growth and value securities. Our philosophy is to invest in solid businesses with growth opportunities that can weather market fluctuations and add value over the long term.

Snapshot

  • Net Asset Value as of December 31, 2016: $5.88
  • Objective: Seek growth of capital
  • Symbol: HEQFX

Fundamental Investment Philosophy

  • Fully Invested
  • Broadly Diversified

A Disciplined Investment Approach

Buy Discipline:

  • Meets financial strength criteria
  • Must be industry leader
  • Rising earnings expectations
  • Rising valuations

Sell Discipline: 

  • Deteriorating fundamentals
  • Change in management
  • Industry deterioration
  • More attractive investment opportunity  

*No initial sales charge. There are other fees and expenses that do apply and are described in The Fund's prospectus.

For a complete overview of The Henssler Equity Fund, including the prospectus, click here. Shares of The Fund are distributed by ALPS Distributors, Inc.

There are risks associated with investing including possible loss of principal.

The Fund can be purchased through Charles Schwab & Co., Inc., or Fidelity Investments or Call 1.800.936.FUND.

ALPS Distributors, Inc., distributor of The Henssler Equity Fund, is not affiliated with Charles Schwab & Co. Inc., or Fidelity Investments.