This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

Villere Balanced Fund 2013 Lipper Best Fund Awards For Second Consecutive Year

NEW ORLEANS, March 15, 2013 /PRNewswire/ -- St. Denis J. Villere & Company, LLC, is pleased to announce that the Villere Balanced Fund (VILLX) has been honored with two 2013 Lipper Fund Awards at the annual Lipper awards banquet in New York. The fund was awarded best mixed-asset target allocation growth fund for superior performance based on risk-adjusted, consistent returns for both the 3- and 5-year periods ended November 30, 2012 among 151 and 144 funds, respectively.

"This is the second year in a row we've been recognized by Lipper," said George V. Young, fund portfolio manager and partner, Villere & Co., advisor to the fund. "These awards underscore our investment team's dedication to our process and diligent decision-making. The Villere Balanced Fund is a true reflection of our firm's one hundred-year tradition of stability, innovation, research and teamwork."

Young will be one of seven managers presenting at the SunStar Strategic Media Briefing featuring undiscovered funds in New York on March 19. The event is open exclusively to journalists; interested member of the press may obtain more information at www.sunstarstrategic.com/mediabriefing.

The Villere Balanced Fund combines stocks and bonds to seek to achieve its objective of long-term growth consistent with preservation of capital and balanced by current income. The fund managers use a disciplined approach to identify companies that are undervalued and largely undiscovered in their opinion. They are continually looking for companies they believe have the potential to deliver above-average returns in favorable market conditions while preserving capital during times of market weakness. Launched in 1999, the fund has grown to more than $400 million as of December 31, 2012.

Founded over 100 years ago, Villere & Co. remains a family-run business. It is headquartered in New Orleans, where it was founded by St. Denis J. Villere in 1911. The advisor has been operated continuously since then by four generations of the Villere family. Its four current principals, including two brothers, a son and a cousin, have a combined total of more than 130 years with the firm. The firm manages approximately $1.6 billion in separately managed accounts. See www.villere.com for additional information.

A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 18,186.00 -28.42 -0.16%
S&P 500 2,110.82 +0.08 0.00%
NASDAQ 4,980.0350 -7.8550 -0.16%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs