The investment seeks capital growth; its secondary objective is downside protection. The fund typically invests in a broadly diversified portfolio of large and mid-cap domestic stocks; although its portfolio may also contain small-cap stocks with annual revenues between $0.5 and $1 billion. Its securities are generally a blend of value and growth stocks. The fund invests primarily in issues listed on the New York Stock Exchange, and to a lesser extent, in common stocks of NASDAQ and other exchanges. It may also invest up to 15% of its net assets, in SPDR based ETFs or equivalents.
Fund filings (PDF) »
Irene Zawitkowski (Started: Dec 30, 2003)
Gabriel Gibs (Started: Jan 2, 1979)
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Volumetric Fund, Inc., 87 Violet Dr, Pearl River, NY 10965, USA