Christopher Weil & Company, Inc. Core Investment Fund

This diversified fund seeks long-term capital appreciation by investing in what we believe to be undervalued securities of companies with market capitalizations exceeding $1 billion.


Christopher Weil & Co., Inc.

Fund Advisor

John Wells

Portfolio Manager

Michael Hubbert

Portfolio Manager

Fund Information:

CWCFX Holdings (PDF)

August 31, 2021

Schedule of Investments (PDF)

February 28, 2021​

Prospectus (PDF)

March 29, 2021)

Statement of Additional Information (PDF)

March 29, 2021

Annual Report (PDF) 

November 30, 2020

Semi-Annual Report (PDF)

May 31, 2020

XBRL File*

April 9, 2020

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XBRL File Supplement*

June 18, 2020

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SEC Filings

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* Requires XBRL Software; link takes user to another site.

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Information contained herein is obtained from sources believed to be reliable; however, no representation as to accuracy and completeness of this information/data can be provided. Data used may be based on historic returns/performance. There can be no assurance that future returns/performance will be comparable. Neither the information, nor any opinion expressed herein, constitutes a solicitation by us for the purchase or sale of any securities or commodities. This publication and any recommendation contained herein speak only as to the date hereof. Christopher Weil & Company, Inc., with its employees and/or affiliates, may own positions in these securities. 

All investments involve risk, including the risk of losing principal. It is vitally important that you fully understand the risks of trading and investing. All securities trading is speculative in nature and involves substantial risk of loss. Further, the investment return and principal value of an investment will fluctuate; Upon liquidation, a security may be worth more or less than the original cost. Past results do not guarantee future performance. 

Investment in mutual funds is also subject to market risk, investment style risk, investment adviser risk, market sector risk, equity securities risk, and portfolio turnover risks. More information about these risks and other risks can be found in the funds’ prospectus.


You may obtain a prospectus for WEIL's mutual funds by calling us toll-free at 800.355.9345 or visiting The prospectus should be read carefully before investing. WEIL's mutual funds are distributed by Rafferty Capital Markets, LLC—Garden City, NY 11530. Nothing herein should be construed as legal or tax advice. You should consult an attorney or tax professional regarding your specific legal or tax situation. Christopher Weil & Company, Inc. may be contacted at 800.355.9345 or