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The investment seeks to maximize total return by emphasizing high current income with long term appreciation as a secondary objective, consistent with preservation of capital. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities, including common stock and preferred stock, of companies. It normally invests at least 65% of its net assets in equity securities that have consistently increased dividends for a period of at least 10 years. The fund may invest up to 30% of its net assets in foreign equity securities.
Name | Title | Since | Until |
---|---|---|---|
Trey Welstad | Portfolio Manager | 2015 | Now |
Biography | Mr. Welstad holds Bachelor of Science degrees in Finance, Management, and Marketing from Minot State University. In 2012, he began his work at Integrity Viking Funds as a research analyst for certain funds advised by Viking Management. Mr. Welstad is a 2015 Level III Candidate in the CFA® Program. He has served as a co-portfolio manager. | ||
Shannon D. Radke | Founder, Governor, President, Portfolio Manager | 2012 | Now |
Biography | Mr. Radke is a governor and president of Viking Management and a governor of Corridor. He holds a Bachelor of Business Administration degree in Banking and Finance from the University of North Dakota and has been engaged in the securities business since 1988 as a broker and as operations manager and later as chief operating officer of an unrelated investment advisory firm. Mr. Radke founded Viking Management in September 1998 and has been a portfolio manager for years. | ||
Joshua D. Larson | Co-Portfolio Manager | 2012 | Now |
Biography | Mr. Larson received Bachelor of Science degrees in finance and management from Minot State University in 2010 and joined the Integrity Viking Funds in October 2010. Initially, he served as a fund accountant and as a research analyst for certain funds advised by Viking Management. Since May 2012, Mr. Larson has served as a co-portfolio manager. | ||
Michael Morey | Research Analyst | 2012 | Now |
Biography | Mr. Morey received a Bachelor of Science degree in finance from Minot State University in 2010. He joined the fund accounting division of Integrity Viking Funds in 2009 and has been a research analyst for certain funds advised by Viking Management since February 2010.Mr. Morey has served as a co-portfolio manager. Mr. Morey is also a Regional Director for the Integrity Viking Funds (with respect to the State of Texas). In addition, he is enrolled in the Chartered Financial Analyst Program. | ||
Kyle Pankratz | Supervisor | 2012 | 2012 |
Biography | Kyle Pankratz received a Bachelor of Science degree in finance from Minot State University in 2009. Since July 2009, he has served as a fund accountant for the Integrity Viking Funds and, since October 2011, as supervisor of research for certain funds advised by Viking Management |
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