May 09, 2025
Commentary: NCM Income Growth and Small Companies Class
On May 9, 2025, Portfolio Manager Alex Sasso, CFA discussed recent market developments and how he is currently positioning his portfolios.
Disclaimer:
The information in this video is current as of May 9, 2025 but is subject to change. The contents of this video (including facts, opinions, descriptions of or references to, products or securities) are for informational purposes only and are not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. This presentation may include information obtained from third party sources, including charts and data ("Third Party Content"). Third Party Content is for general informational purposes only. Third Party Content has been obtained from sources believed to be reliable, however, no guarantees are made by NCM or by the source of such Third Party Content as to its accuracy, completeness or timeliness, and no liability is accepted for any reliance thereon. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. The viewpoints expressed by the Portfolio Manager represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. The communication may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Author

Alex Sasso, CFA
Chief Executive Officer and Portfolio Manager of NCM Small Companies Class and NCM Income Growth Class.