We have added two funds to the Dynamic Growth and Hybrid models. PRIMECAP Odyssey Aggressive Growth (POAGX) increases the Mid-Cap Growth allocation and overall diversification of the models. Oakmark I (OAKMX) is a Large Blend fund and both funds have consistently delivered returns above their category average.
We will be adding one or both of these funds to existing accounts depending on the level of cash. Morningstar Snapshot Reports have been updated to include these funds and can be found on the website.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
