Confident Investing. Rising Dividends. Personal Service.

The Rising Dividend 

Growth Fund

Separate Accounts &
Private Portfolios

 

Rising Dividend Growth Fund

The Rising Dividend Growth Fund is a mutual fund that seeks to grow income in varying market environments and provide growth with tax advantages. As the advisor of the Fund, Dividend Growth Advisors’ focuses on U.S. companies with solid histories, strong finances and positive prospects. Typical portfolios consist of approximately 30-40 holdings of companies with stock-holder oriented management teams, who manage debt well, and have reasonable stock prices and solid growth rates.

  

To invest in the Rising Dividend Growth Fund, contact us for a prospectus containing more complete information including charges, expenses, risks and investment objective, fees and expenses.

Download Quarterly Updates

 

2008

           First Quarter 2008    

 

2007

           First Quarter 2007

 

 Second Quarter 2007

 

              Third Quarter 2007

                     

              Fourth Quarter 2007

                             

Download Prospectus, SAI, and Annual Report

 

Rising Dividend Growth Fund Prospectus

Rising Dividend Growth Fund SAI

Rising Dividend Growth Fund Annual Report

 

Download Account Applications

         You should carefully consider the investment objectives, potential risks, management

         fees, and charges and expenses of the Fund before investing.  The Fund's prospectus

         contains this and other information about the Fund, and should be read carefully before

         investing.

          

New Account Application

 

  DGT Traditional-SEP IRA Application

 

Roth IRA Application

 

IRA Transfer Request Form

 

Direct IRA Rollover Request Form

 

Coverdell ESA IRA Application

 

Coverdell ESA IRA Transfer Request Form

 

Coverdell ESA IRA Change of Designation Form

 

403(b)(7) IRA Application

 

403(b)(7) Transfer Request Form

 

 

Adobe Acrobat Reader is needed to view the above pdf documents.

 

Disclosure - Past performance does not guarantee future results.  Current performance may be higher or lower than the performance quoted.  The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.  Investments in mutual funds involve risk.  Some funds, like this one, have more risk than others.  These include funds that allow exposure to or otherwise concentrate investments in certain sectors, geographic regions, security types, market capitalization or foreign securities (e.g., political or economic instability, which can be accentuated in Emerging Market countries).

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing.  The prospectus contains this and other important information about the investment company, and it may be obtained by calling 888-862-3863.  Read it carefully before investing.  Figures include changes in principal value, reinvested dividedn and capital gain distributions.

The Rising Dividend Growth Fund is distributed by Unified Financial Securities, Inc., Member FINRA www.finra.org, 2960 North Meridian Street, Suite 300, Indianapolis, Indiana 46208.

 

   
 

Confident Investing. Rising Dividends. Personal Service.