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.
Fact Sheet – December 31, 2022
Annual Report – March 31, 2021
Statement of Additional Information – August 1, 2022
Semi-Annual Report – September 30, 2020