How to Invest

The Cargile Fund is available for direct purchase.  Applications are available in the links below.

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Read the prospectus carefully before you send money.

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Cargile Fund Application

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Cargile Fund IRA Application*

 

IRA Transfer Form

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*Read the appropriate disclosure statement and custodial account agreement before you open an IRA account
 

IRA Plan Booklet

Investment Minimums:

Regular Account                         

Automatic Investment Plan      

IRA Account                                  

Roth IRA Account

$5,000     $100

$1,000     $100*

$1,000     $100

$1,000     $100

*An Automatic Investment Plan requires a $100 minimum automatic monthly or quarterly investment.

Ticker Symbol CFNDX
CUSIP 71709W773

Total Annual Fund Operating Expense: 1.78%