The Fund History
Jordan Opportunity Fund is the successor to a private partnership formed in January of 1992. The Mutual Fund is invested with the same investment firm using a nearly identical investment style as the private partnership.
The portfolio manager to Jordan Opportunity and to the predecessor private partnership is Gerald Reid Jordan of Hellman, Jordan Management Company. The intent for the Jordan Opportunity Fund is to have it managed in a way that is flexible and opportunistic.
Read more about Portfolio Manager Jerry Jordan
Investors should consider the Mutual Fund's investment objectives, risks, fees and expenses carefully before investing. This and other information is in the prospectus, a copy of which may be downloaded from this site or obtained by calling 1-888-786-5737. Please read the prospectus carefully before you invest.