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Mutual Funds

Barometer Capital offers three distinct mutual funds: the Disciplined Leadership Equity Fund, the Disciplined Leadership Balanced Fund and the Disciplined Leadership Tactical Income Growth Fund.

Compare All Mutual Funds

TitleDescription
YTD RETURN | F Class
Weekly Holdings & Tear Sheets

WEEKLY HOLDINGS NOVEMBER 9, 2020

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TEAR SHEET | F Class OCTOBER 31, 2020

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TEAR SHEET | A Class OCTOBER 31, 2020

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Disciplined Leadership Equity Fund

3 moYTD1 yr3 yr5 yrSince InceptionInception Date
TitleDescription
YTD RETURN | F Class
October 31, 2020
-2.77%
Risk: Low – Medium
1 Yr  -0.47% | 3 Yr -0.05%
Weekly Holdings & Tear Sheets

WEEKLY HOLDINGS NOVEMBER 9, 2020

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TEAR SHEET | F Class OCTOBER 31, 2020

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TEAR SHEET | A Class OCTOBER 31, 2020

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Disciplined Leadership Balanced Fund

3 moYTD1 yr3 yr5 yrSince InceptionInception Date
-3.02%-2.77%-0.47%-0.05%3.87%3.86%January 1, 2015