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How to Invest

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

Read the prospectus carefully before you send money.

Cargile Fund Application

Cargile Fund IRA Application*


IRA Transfer Form

*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%

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