Bragg Building
1031 South Caldwell St.
Suite 200
Charlotte, NC 28203
Click here to view location on map and get directions.
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Queens Road Funds
The Queens Road Funds are pleased to offer two value-oriented mutual funds that are based on the principles and extensive investment advisory experience of Bragg Financial Advisors, Inc. The firm's investment philosophy focuses on buying securities at prices below their estimate of intrinsic value.
Since 1998, Bragg Financial Advisors has offered asset management and wealth management to individuals, institutions, trusts, foundations and corporations based on integrity, strong relationships and a disciplined approach to investing. We hope you will take the time to learn more about our funds. If you have any questions, please call us at (888) 353-0261.
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In the Press
Media mentions of our Funds and Portfolio Managers. It is not our practice to comment on the tone or tenor of the articles, though we encourage you to check out what they have to say.
10-04-2011 Wall Street Journal names Queens Road Small Cap Value in list of Top-10 Small Cap Value Funds
08-01-2011 Morningstar's Director of Mutual Fund Research Russ Kinnel lists Queens Road Small Cap Value as one of "Four Tiny but Potent Mutual Funds"
07-31-2011 US News & World Report includes Queens Road Small Cap Value as one of the best funds in the Small Value Category
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1Performance annualized since June 2002 inception; 2QRSVX Expense Ratio 1.28%
1Performance annualized since June 2002 inception; 2QRVLX Expense Ratio 0.98%
All performance information reflects past performance, is presented on a total return basis and reflects the reinvestment of distributions. Past performance is no guarantee of future results. Current performance may be higher or lower than performance quoted. Returns as of the recent month-end may be obtained by calling (888) 353-0261. From inception to 12/31/2004 the fund's manager and its affiliates absorbed certain expenses of the fund and waived its management fee. Had the fund's manager not done this, returns would have been lower. The fund's manager and its affiliates do not intend to absorb any expenses or waive its management fee in the future. Investment return and principal value will fluctuate, so that shares may be worth more or less than their original cost when redeemed. There can be no assurance that the fund will meet any of its objectives. This material is not authorized for distribution unless preceded or accompanied by a current prospectus. The prospectus contains important information on the fund's investment objectives, risks, and charges and expenses. Please read the prospectus carefully before investing or sending money. Queens Road Small Cap Value Fund invests primarily in small-cap companies which may involve considerably more risk than investing in larger-cap stocks. Diversification does not assure a profit or protect against loss in a declining market.
Not A Deposit | Not FDIC or NCUA Insured | May Lose Value | No Bank or Credit Union Guarantee
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