Teberg Fund No Load (TEBRX)

Overview

This investment fund is designed to diversify its holdings by investing primarily in a mix of no-load and load-waived mutual funds, as well as exchange-traded funds (ETFs). Its investment spectrum broadly covers various mutual funds that themselves invest in a wide range of assets. The strategy involves including funds focused on equities of companies of different market capitalizations, both domestic and international. In parallel, it holds investments in fixed-income securities, accommodating a variety of maturities and credit qualities. These can range from government and corporate bonds to high-yield securities, also colloquially known as "junk bonds." A significant portion of the fund, up to 80% of its net assets, can be allocated to funds specializing in these high-yield or "junk bond" securities, highlighting a flexible approach to achieving potential growth while embracing the larger risk/reward trade-offs such investments might entail.

Products and Services

• Mutual Fund Investments:

  The fund primarily allocates assets across various no-load and load-waived mutual funds and ETFs. This includes exposure to funds that invest in a broad spectrum of equities, ranging from small-cap to large-cap companies, encompassing both domestic and international markets. This strategy aims at portfolio diversification, reducing the risk associated with investing in individual securities.

• Equity Investments:

  Part of its portfolio is dedicated to underlying funds that focus on the stock market. These investments can span across different sectors and geographies, including small, medium, and large capitalization companies. By investing in a variety of equity funds, the fund seeks to capture growth opportunities in various segments of the market.

• Fixed-Income Investments:

  The fund also ventures into fixed-income securities by investing in funds that hold government and corporate bonds of varying maturities and credit qualities. These investments offer a steady income stream and are generally considered lower risk compared to equity investments. The fund's approach allows it to tap into different bond markets, including those offering higher yields albeit at higher risk, such as high-yield securities or "junk bonds."

• High-Yield Investments:

  A significant portion of the fund's strategy involves investing up to 80% of its assets in funds that specialize in high-yield or "junk bond" securities. These are bonds with lower credit ratings that offer higher interest rates to compensate for the increased risk of default. This aggressive allocation underscores the fund’s appetite for higher-risk, higher-reward investments, fitting the objectives of investors seeking substantial returns.