Randylyon: Created page with "MONITOR FUND, INC. Monitor Fund, organized in 1969, was the first fund organized in Dubuque and the fourth in Iowa according to the underwriter, Harold F. Miller and Company o..."

2019-07-10T23:11:48Z

Created page with "MONITOR FUND, INC. Monitor Fund, organized in 1969, was the first fund organized in Dubuque and the fourth in Iowa according to the underwriter, Harold F. Miller and Company o..."

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MONITOR FUND, INC. Monitor Fund, organized in 1969, was the first fund organized in Dubuque and the fourth in Iowa according to the underwriter, Harold F. Miller and Company of Cedar Rapids. Initially offered through authorized dealers in New York, Pennsylvania, New Jersey, Delaware, Connecticut, and the District of Columbia the fund had a maximum sales charge of 3 percent and no management fee.

In selecting the portfolio, the management would review the annual and semiannual reports of all demestic investment companies that had growth as a primary objective with net assets of more than $50 million. The new fund would be almost fully invested at all times with new monies being invested equally over the fifty portfolio securities.

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Source:

"Mutual Fund is Organized Here," ''Telegraph-Herald'', January 19, 1969, p. 15

[[Category: Firsts]]
[[Category: Investments]]

MONITOR FUND, INC. - Revision history

Randylyon: Created page with "MONITOR FUND, INC. Monitor Fund, organized in 1969, was the first fund organized in Dubuque and the fourth in Iowa according to the underwriter, Harold F. Miller and Company o..."