Mutual Funds
Font Size: Smaller Bigger

Mutual Funds Welcome

Important Announcement

We are sorry to announce that the Navellier Fundamental ‘A’ Fund is closing as of July 30, 2010. Unfortunately, the Fund had to be closed because it failed to attract sufficient assets to make it economically viable. The fund’s shareholders will be receiving an official notice of the Fund’s closing in the mail. The existing shareholders will be offered various alternatives to their investment in the Fund.

To view the shareholder letters - please click here:

Navellier offers several mutual funds to individual investors, financial advisors, and institutions. These funds are listed in two categories on this website: The Navellier Performance Funds and Sub-Advisory Funds.

The Navellier Performance funds are no-load funds that can be purchased directly through Navellier or through many brokerage firms. The minimums for these funds are $500 for IRAs and $2,000 for taxable accounts.

The Sub-Advisory Funds are mutual funds that Navellier has been hired to manage for other mutual fund companies. These funds do not carry the Navellier name.

If you have questions about the Performance funds, please call Jane Hunt at (800) 887-8671 x437. For questions about the Sub-Advisory Funds, please call the companies that hired Navellier to manage the funds.

 



Navellier Funds are distributed through BHIL Distributors, Inc. Member FINRA.

Call (800) 887-8671 for info.