- 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.