Investments Focus: A diversified portfolio of primarily large and mid-cap stocks of well-established US companies
Investment Objective: Capital growth with downside protection
Investment Allocation: US Stocks (75% to 95%, typically) and US Money Market (25% to 5%, typically). Our investment allocation is based on technical indicators and market conditions
Low Account Minimum: $500
No-Load Fund - No sales or redemption fees
Quick and easy to open an account
No fee IRAs
Investing since: 1979; Public since 1987
Personal & Friendly Service
Individual and Joint Accounts
IRA - Retirement Accounts
Automatic Investment Plans
Custodian Accounts (UTMA/Gift to Minors Accounts)
Transfer of Death (TOD) Accounts
Business Retirement Plans
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Rockland County Times
Article Sep 2017
"Meet Volumetric Fund"
Who We Are
Are You Saving Enough?
The later you start, the harder it is to reach your goals. Rates of return on your investment, also make an important difference. See the examples in our Savings Brochure (view/download) and see how investing now is to your advantage. Don't put it off any longer!
IRA Accounts for
Individuals and Small Businesses
Open or add to your retirement account today to start taking advantage of tax benefits. Also, consider rolling over or transferring your existing IRA or 401(k) from a previous employer. The below brief descriptions are some of the retirement accounts we offer; however, you may want to consult your tax adviser which plan is best for your tax situation.
Individuals Retirement Accounts:
Traditional IRAs -Make contributions with money you may be able to deduct on your tax returns. Any potential earnings grow tax deferred until you withdraw them at retirement.
Roth IRAs - Contributions are made with after tax dollars and not tax deductible. All funds compound tax free and all withdrawals from the account are also tax free at retirement.
Rollover/Transfer IRAs - Do you have an existing 401(k) from a previous employer or IRA that you would like to transfer out and into Volumetric Fund? Contact us at 800-541-FUND so, we can help.
Businesses Retirement Accounts:
Solo 401(k)- This plan is designed for owner-only business and spouses. If you qualify, this plan is attractive because of the high contributions amounts and large tax deductions available.
SEP (Simplified Employee Pensions)- Designed for self-employed individuals and small business owners (typically with up to 25 employees). The SEP allows for higher tax deductible contributions. Earnings in the account are tax free until withdrawn.
SIMPLE (Savings Incentive Match Plan for Employees)- This plan is designed for businesses with 100 or fewer employees. Contributions are tax deductible and earnings are tax free until withdrawal.
Transfer In / 401K Rollover
Pearl River, New York 10965
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Net Asset Value
As of Close:
Net Asset Value:
Year to Date Change:
Volumetric Index Value**:
**The Volumetric Index shows the value of $10,000 hypothetical investment in Volumetric on Jan 1, 1979, with all dividends and distributions reinvested.
Open an Account
Opening an account is easy!
Simply download the Summary Prospectus (or Prospectus) and application. Read the Prospectus carefully, complete the application and mail it with your check to Volumetric Fund.