Taylor Frigon Core Growth Fund (TFCGX)

Overview

The fund, managed by Taylor Frigon Capital Management LLC, focuses on investing in common stocks across a broad spectrum of companies, regardless of size. This includes investments in small and micro-capitalization companies, which are selected based on their potential for outstanding growth. Understanding the globalization of markets, the fund also diversifies its investments internationally through foreign securities and American Depositary Receipts (ADRs). A distinctive strategy of the fund is its willingness to concentrate a significant portion of its assets in select sectors perceived to have high growth potential, specifically in areas such as information technology, industrials, health care, consumer discretionary, and financials. This targeted approach allows the fund to exploit opportunities in sectors believed to be poised for significant growth, balancing the risk and reward for its investors.

Products and Services

The fund offers a variety of investment products and services designed to meet the needs of its investors, emphasizing growth potential through selective sector investment.

• Common Stocks Investments - The backbone of the fund's investment strategy, focusing on companies with excellent growth prospects regardless of their size. This includes a wide range of sectors with special attention to small and micro-capitalization companies poised for significant growth.
• International Securities and ADRs - To tap into the potential of global markets, the fund invests in foreign securities, including ADRs, allowing investors exposure to international growth opportunities while mitigating some of the risks of directly investing in foreign markets.
• Targeted Sector Investments - A key feature of the fund is its strategic investment in a few select sectors believed to have high growth potential. These sectors typically include information technology, industrials, health care, consumer discretionary, and financials, positioning the fund to benefit from trends and innovations driving growth in these industries.