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Articles | Audio/Video | Rankings | Press Releases

 

Publication
Title
Date
Author
Comments
  Articles
 Reuters(.com) Industrial Earnings to Show Evidence of Recovery 4/19/10 Nick Zieminski Tom Villalta provides market and economic comments.
 Market Watch US Stocks Slip as Market Continues Move Away from Risky Assets 4/19/10 Donna Kardos Tom Villalta provides comments on financial stocks.
 Associated  Press Stocks Tumble as Goldman Charged with Civil Fraud 4/16/10 Stephen Bernard Tom Villalta provides comments on financial stocks.
 Business Week What JP Morgan Means for Main Street 4/14/10 Ben Steverman Tom Villalta talks about JVOFX holding JP Morgan Chase & Co.
 Dow Jones  Newswires US Stocks Close Up After Manufacturing Employment, Spending Rise 3/1/10 Kristina Peterson Tom Villalta provides comments on the market’s performance.
 Standard &  Poor's Trends & Ideas: S&P Projects Beneficiaries of Mid-Term Elections 2/24/10 Isabelle Sender Tom Villalta provides comments on media companies.
 MarketWatch US Stocks Climb Slows as Greece Worries Seep into Market 2/23/10 Kristina Peterson Tom Villalta provides market comments.
 Associated  Press Running from the heard 2/21/10 Stanley J. Choe Stephen Jones and Tom Villalta discuss JVOFX’s investment process.
 Reuters (.com) Investors Seek Sales Repair at Home Depot, Lowe’s 2/19/10 Dhanya Skariachan Tom Villalta talks about JVOFX holding Home Depot Inc.

 Reuters (.com)

Comcast Profit Up on Internet, Phone Subscribers

2/03/10

Yinka Adegoke

Tom Villalta provides comments on Comcast Corporation’s earnings.

 TheStreet.com

Bank of America
Shares Could Double
1/26/10 Gregg
Greenberg
Feature story on JVOFX with comments by Tom Villalta

 Reuters(.com)

GE Profit Tops Wall Street Forecasts

1/22/10

Scott
Malone

Tom Villalta provides comments on GE’s earnings.

 SmartMoney

Spotting Stock Buys When the Market’s Up

1/13/10

Reshma
Kapadia

Tom Villalta talks about JVOFX holding JP Morgan Chase & Co.

 Associated
 Press

Companies With International Operations Expected Perform
Best in New Year as Economy Recovers

12/31/09

Stephen
Bernard

Tom Villalta provides market comments.

 WSJ.com

US Stocks Slightly Lower After Strong Manufacturing Data

12/30/09

Peter A. McKay, Donna Kardos Yesalavich, & Kristina Peterson

Tom Villalta provides comments on financial stocks.

 MarketWatch

US Stocks Trade Near Flat After Mixed Manufacturing, Oil Data

12/30/09

Donna Kardos

Tom Villalta provides comments on financial stocks. 

 Associated  Press

Unexpected Plunge in New Home Sales Last Month Saps an Early Rise in Stocks

12/23/09

Stephen Bernard

Tom Villalta provides market comments.

 Daily Finance

2010 Outlook: Will We Get to Dow 11,500 by This Time Next Year?

12/22/09 

Dan Burrows

Tom Villalta provides market comments.

 MM Executive  (.com)

Fund Managers Bullish on Emerging Markets in 2010

12/14/ 09

John Morgan

Tom Villalta provides market comments.

 Business Week

Stocks in 2010: Prospects Range from Gloom to Boom

12/13/09

Ben Steverman

Tom Villalta provides market comments and talks about Royal Carribean Cruises Ltd.

 Dow Jones
 Newswires

Tip Sheet: Jones Villalta Fund Sees Opportunity in Bad News

11/27/09

Paul Ziobro

Feature story on JVOFX with comments by Tom Villalta

 Standard &
 Poor’s
 (Editorial)

Sectors: Outlook For Hotel & Casinos Likely Poor Until 2012

11/25/09

Isabelle Sender

Tom Villalta provides comments on gaming and Leisure stocks.

 Associated  Press

Stock Market Only as Strong as Latest Data

11/15/09

Stephen Bernard

Tom Villalta provides market comments.

  AUDIO/VIDEO
 CNBC Is Now The Time to
Buy a House?
9/01/10 Larry Kudlow Thomas Villalta debates whether there's ever been a better time to buy a home.

 TheStreet.com

Top Contrarian Stocks

8/25/10

Gregg Greenberg

Thomas Villalta says out-of-favor financial and technology stocks like Goldman Sachs and Intel are more attractive than ever.

 CNBC Closing Bell Countdown 8/25/10 Scott Wapner Thomas Villalta discusses the day's market action.
 Bloomberg Jones on Investing
Psychology: Taking Stock
 
8/25/10 Pimm Fox Stephen Jones talks about growth investment stocks and investing psychology.
 Fox Business  News Make Me Money:
Investing Opportunities
in Banking, Energy
8/25/10 Tracy Byrnes &
Chris Cotter
Stephen Jones and Tom Villalta on market opportunities in a recovering economy.
 CNBC Homebuilders:
Too Risky?
 
6/16/10 Mark Haines Thomas Villalta comments on current housing market environment and specific stocks in the portfolio.
 Fox Business  News Taking Advantage of
a Market Dip
5/19/10 David Asman Stephen Jones comments on current market environment and specific stocks in the portfolio.
 Fox Business  News Mum's the Market Word 04/19/10 Liz Claman &
Cheryl Casone
 
 Fox Business  News Judging the Market
Tug-of-War
4/6/10 Liz Claman &
Cheryl Casone
Tom Villalta comments on current market environment and specific stocks in the portfolio.
 Fox Business  News Stock Picker:
Maintaining Market Gains
02/17/10 Liz Claman &
David Asman
Stephen Jones shares his stock ideas

 Fox Business  News

Shine Up Your Portfolio

02/08/10

Liz Claman &
David Asman

Tom Villalta comments on current market environment and specific stocks in the portfolio.

 Tech Ticker

Unapologetic Capitalist
Defends Wall Street, Fears Regulatory Overreaction

1/21/10

Aaron
Task

Stephen Jones comments on financials and recent regulation efforts.

 TheStreet.com

Value Fund Manager’s
Big Year


View standardized performance

View current holdings

12/24/09

Gregg Greenberg

Tom Villalta talks about the strategy underlying JVOFX and specific stocks in the portfolio.

 TheStreet.com

PODCAST: Taleo CEO, Financial Winners, Value Stocks

12/16/09

Gregg Greenberg

Tom Villalta talks about the strategy underlying JVOFX and specific stocks in the portfolio.

  RANKINGS

  WSJ.com

Category Kings

4/4/10

 

JVOFX’s 1-year performance through 03.31.2010 was ranked 1st out of 542 Large Cap Value Funds

  WSJ.com

Category Kings

09/01/09

 

JVOFX ‘s YTD performance through 08.31.2009 was ranked 3rd out of 572 Large Cap Value funds

  WSJ.com

Category Kings

11/01/09

 

JVOFX ‘s YTD performance through 10.30.2009 was ranked 3rd out of 543 Large Cap Value funds

  WSJ.com

Category Kings

12/04/09

 

JVOFX ‘s YTD performance through 11.30.2009 was ranked 3rd out of 534 Large Cap Value funds

  Press Releases

 None presently.

 

Notes

The views expressed in these video clips and article reprints are those of the author as of the dates of the pieces and are not intended as a forecast or as investment recommendations.  Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets.

 In Bank of America Shares Could Double:: As of Jan. 26, 2010, the fund was ranked by Morningstar #14 out of 1311 large cap value funds.

Percent of holdings in the fund as of as of 1/26/2010: DELL: 1.9%, SVU: 2.9%, INTC: 2.5% and EMC: 2.2%.
View current holdings

 

 

Jones Villalta Funds
866.950.5863
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(Member FINRA)



 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's
prospectus
contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's
prospectus by calling 866.950.5863. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will
fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Micro-, small- and mid-cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk,
less liquidity and increased competitive threat.

*The advisor has agreed, until February 28, 2011, to waive its fees and/or absorb expenses of the fund to ensure that total annual operating expenses do not exceed 1.25 percent of
the fund's average net assets (excluding (1) extraordinary expenses and (2) dividend and interest expense to the extent necessary to maintain total operating expenses for Class A
shares at 1.25% percent.

Copyright © 2009, Jones Villalta Fund.