Prospectus & Application
Generation Wave PhilosophyHow we select our fund holdings
Frequently Asked QuestionsOnline Account Access Read About Investments In:FinanceHealth CareTechnology

 

Generation Wave Philosophy

The overall investment philosophy of the No-Load, Generation Wave Growth Fund is really quite simple: Invest your money into sectors of the market that will most likely be impacted by the spending habits of the massive Baby-Boomer population. There are more than 80 million Baby-Boomers in the United States. They are defined as people born in the United States from 1945 to 1964.

Think about it. What sectors of the market will be positively affected by these 80 million people? Our research indicates that three main sectors will most likely out-perform the market in the coming years. These sectors are Healthcare, Technology and Financial Services. We also feel that certain international countries –with similar, but lagging generational bubbles -will mirror what the US Economy did from 1982 to 2000, namely Asia (excluding Japan). Therefore, the Generation Wave Growth Fund portfolio also includes this sector.

The Generation Wave Growth Fund is a complete investment that can be used to consolidate or replace your other investments. Our non-emotional fund selection process identifies the mutual funds for the Generation Wave Fund portfolio. Our Research Department does all of this work for you. All you have to do is make one no-load purchase. That’s the focus of our company. Keep everything simple so you can stay focused on the most important things in your life, namely your family, your career, and your peace of mind.

For more complete information on the MUTUALS.com Generation Wave Growth Fund, including risks, fees, and expenses, please download the prospectus and read it carefully before investing.

Disclaimer: While the Fund is no load, there are other fees and expenses associated with investing in the Fund. Because the Fund is a "fund of funds", you will indirectly bear your proportionate share of any fees and expenses charged by the underlying funds.
The MUTUALS.com Generation Wave Growth Fund is distributed by Quasar Distributors, LLC.