The long term is the only term.
By investing in the Jones Villalta Opportunity Fund, you have the potential to invest in some of the largest companies in the United States - names you may recognize. We select only those we believe are undervalued and offer the opportunity to provide above average returns over the long-term.

Investment Objective
The investment objective of the Jones Villalta Opportunity Fund ("Fund") is long-term capital appreciation.

Principal Strategies
We seek to achieve this objective by investing primarily in US equity securities of mid- to large- cap companies. The Fund's investment advisor, Jones Villalta Asset Management, uses an opportunistic investment strategy that seeks to invest in companies with potential for growth whose stocks trade at a reasonable price.

Is the Fund right for you?
The Jones Villalta Opportunity Fund may be suitable as part of a diversified portfolio for:

  • Long-term investors seeking a fund with a long-term capital appreciation investment strategy
  • Investors willing to accept price fluctuations in their investment
  • Investors seeking growth companies that trade at a reasonable price
  • Investors who can tolerate the risks associated with mid cap stocks
Available in all 50 States
on a no-load basis through:

  • Charles Schwab
  • E-Trade
  • Fidelity
  • Pershing
  • Scottrade
  • TD Ameritrade
  • and direct investment