HM Payson Total Return Fund
The Payson Total Return Fund is an option for clients with investable assets of $200,000 or lower (minimum investment is $2,000), who are looking for a strategy of stocks and convertible securities with long-term, steady growth.
Guided by our senior research analysts, this no-load mutual fund provides diversification among asset classes and seeks a combination of high current income and capital appreciation.
Documentation
Prospectus – August 1, 2024, as supplemented on July 11, 2025
Annual Report – March 31, 2025
Semi-Annual Report – September 30, 2024
Semi-Annual Financials and Other Information – September 30, 2024
Statement of Additional Information – August 1, 2024, as supplemented on July 11, 2025
Schedule of Investments – December 31, 2024