Welcome AAA Members

Proudly Presenting The Patriot Fund & The Patriot Balanced Fund, The Nation’s Only Mandated Terror-Free Mutual Funds.

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  • The Patriot Funds are designed to prevent investing in companies that operate in countries supporting terrorism.
  • Out of 1,392 funds in the Large Blend Category, Morningstar has given the Patriot Fund (TRFTX.LW) an overall five-star rating based on risk adjusted returns for the three year period ending 6/30/16.
  • The Patriot Balanced Fund is a diversified blend of domestic equity and fixed income securities.
  • The funds are actively managed by Ascendant Advisors, LLC using a proprietary investment research process intended to identify the most attractive opportunities across various industries and asset classes.
  • Ascendant donates a portion of the profits from the management of the Patriot Funds to our heroes through America’s Mighty Warriors.
  • As a AAA member you are eligible to purchase the Patriot Funds with no loads, commissions or sales charges*.

For more information or to speak to a representative please call call (800) 552-6010.

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Rankings are only one form of performance measurement. For current performance information, please visit the Fund Performance tab on the website.
Morningstar has given the Patriot Fund (TRFAX.LW) an overall five-star rating based on risk adjusted returns as of 6/30/16 out of 1,392 funds in the Large Blend Category. Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk‐Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphsis on downward variations and rewarding consistent performance. The top 10%, the next 22.5%, 35%, 22.5%, and bottom 10% receive 5, 4, 3, 2 or 1 star, respectively. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three‐, five‐ and ten‐year (if applicable) Morningstar Rating metrics. ©Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied of distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance, ratings and ranking are no guarantee of future results and are just three forms of performance measurement
* No-Load mutual funds are sold without a sales charge, however other fees and expenses do apply to an investment in the Fund.