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Fund Performance From current income to long-term growth, Monogram funds offer different options to suit your objectives.
Recent Highlights
Ralph C. Shive, CFA has managed the 1st Source Monogram Income Equity Fund (FMIEX) from his office in South Bend since 1989. Mike Shinnick has managed the 1st Source Monogram Long / Short Fund (FMLSX) since 2003. Their experience and results speak for themselves.
Online Prospectus
(pdf, 206k) Read an analysis of the funds history
and background.
Prospectus
Supplement (pdf, 88k) Read a supplement to the above
prospectus.
Fund Managers Our team of
fulltime portfolio managers has the know-how you need to help make
your investments work for you.
Special Feature:
Ralph Shive, chief investment officer of 1st Source Bank, talks with Bloomberg's Carol Massar about the performance of the 1st Source Monogram Income Equity Fund, the outlook for the equity market and his investment strategy in financial stocks. Listen here. (Source: Bloomberg)
Apply Now! Follow these easy steps
when applying online for a Monogram Mutual Fund.
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