The Rogé Partners Fund (ROGEX) is an open-end, no load mutual fund, advised by R. W. Rogé & Company, Inc., a registered investment adviser.
The Portfolio seeks long-term total return. To pursue this goal, the Portfolio normally invests approximately 80% of its assets in equity securities and Exchange Traded Funds (ETFs), and approximately 20% in individual bonds and underlying funds that invest primarily in fixed-income securities. The Portfolio offers instant and broad diversification with exposure to a wide range of asset classes.
The adviser uses a proprietary ResearchEdge® methodology in managing the Fund towards its objective of total return. The Fund invests in both foreign and domestic equities across the capitalization spectrum. Value investments will predominate, but the Fund also includes reasonably priced growth stocks. The Fund invests in a variety of fixed income securities to provide a mix of current income and total return.
For more information about R.W. Rogé & Company, Inc., please visit us at www.rwroge.com.