Taylor Frigon Core Growth Fund · TFCGX
Invest With Us
Two pathways to invest in the Taylor Frigon Core Growth Fund. Available to U.S. residents only.
How to Invest
Two Ways to Get Started
Option 1
Direct Investment
Invest directly through the fund's shareholder services. You'll need to complete an account application, review the prospectus, and mail your documents to our transfer agent.
Account Application
IRA Account Application (if applicable)
IRA Transfer Form (if applicable)
Prospectus (review before investing)
Mail to
Taylor Frigon Core Growth Fund
c/o Mutual Shareholder Services, LLC
8000 Town Centre Dr., Suite 400
Broadview Hts., OH 44147
Phone: (888) 897-4821
Option 2
Brokerage Account
Purchase TFCGX shares through your existing brokerage account at any of the following platforms. Search for ticker symbol TFCGX.
Charles Schwab
TD Ameritrade
Interactive Brokers
Vanguard
Minimums & Fees
Min. Investment (Regular)
$5,000
Min. Investment (IRA / Auto)
$1,000
Annual Expense Ratio
1.45%
Redemption Fee
2% (shares sold < 90 days)
Distributions
Annually (primarily capital gains)
Availability
U.S. Residents Only
Investors should consider the investment objectives, risks, charges, and expenses of the Taylor Frigon Core Growth Fund carefully before investing. Please read the prospectus carefully before investing. Call (888) 897-4821 or visit the Prospectus & Documents section to obtain a prospectus. Past performance does not guarantee future results. Distributed by Arbor Court Capital, LLC — Member FINRA / SIPC.