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Michael Holland, the Fund’s Manager, is its Largest Individual Investor.
A seasoned money manager with over 35 years of experience, Michael Holland is singularly focused and personally committed to the continued success of the Holland Balanced Fund.
Good Core Investment Option
A balanced fund is a mutual fund that contains a mix of stocks, bonds and cash equivalents that attempts to achieve growth in both income and capital, while attempting to minimize volatility. The Holland Balanced Fund specifically allocates 60% of its holdings to blue chip, dividend paying stocks and 40% to U.S. Treasury fixed income obligations.
Tax Efficiency
By keeping portfolio turnover low, the Holland Balanced Fund is able to minimize its tax burden. Since the fund’s inception in 1995, turnover has averaged less than 25% per year.
No Hidden Costs
The Holland Balanced Fund charges no marketing fees and has no “soft” dollar arrangements.
The Holland Balanced Fund is distributed by ALPS Distributors, Inc.
Click here to download a current prospectus.
© 2008 Holland & Company, LLC. ALL RIGHTS RESERVED.
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