Mutual Funds Center
Integrity Growth & Income Fund (IGIAX)
General Fund Information
Integrity Mutual Funds, Inc.
1 Main Street North  
Minot ND 58703
(800) 276-1262
Category:Domestic Equity Funds
Assets: ($ millions)$35.5

Account min.:$1,000
Reinvest. min.:$50
IRA account min.:$250
IRA reinvest min.:50.00
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:22.86
Avg. P/B:7.13
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
Integrity Growth and Income Fund is a Growth & Income fund with a multi-cap orientation, and uses a Barbell investment strategy. Prefers constructive engagement through shareholder activism versus boycotting a company stock. Broadly focused on human rights and employment, environmental issues, animal rights, and corporate governance.
Social Issues08/31/18
Shareholder activism:YES
Community investment:-
Human rights:X
Products and Services:X
Animal testing:X
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance08/31/18
  Fund Return Percentile Rank *
Year to date: 8.86% 9
1 Year: 19.71% 7
Annualized returns:
3 Year: 12.31% 27
5 Year: 10.82% 32
10 Year: 8.45% 45
Since inception: 8.82% 38
Inception date: 01/03/95  
Bear Market: -20.89%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics08/31/18
Alpha 3YR:-3.02
Alpha 5YR:-3.32
Beta 3YR:0.98
Beta 5YR:1.01
R. Squared 3YR:93.16
R. Squared 5YR:90.26
Sharpe 3YR:1.21
Sharpe 5YR:1.01
Std. Dev. 3YR:10.14
Std. Dev. 5YR:10.14
Sector Distribution 
Cap. Goods & Tech.9.40% 
Consumer Cyclicals14.28% 
Consumer Non-Cyclicals0.61% 

Mutual Funds | Community Investing | News | Sustainability Reports | Corporate Research | Shareowner Actions | Financial Services | Conferences
Home | Login | Contact | Support This Site | Terms of Use | Privacy Statement | Reprints

© 1998-2018 SRI World Group, Inc. All Rights Reserved.

Created and maintained by
SRI World Group web development services
Do your own research Work with an advisor SRI News SRI Learning Center Home