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Integrity Mid-north American Resources Fund Class A (ICPAX)
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Williston Basin/Mid-North America Stk A
5.52
-0.06
-1.08%
- Overview
- Profile
- Historical Data
- Holdings
ICPAX Overview
On this page you'll find an in-depth profile of Integrity Mid-north American Resources Fund Class A. Learn about the key management, total assets, investment strategy and contact information of ICPAX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings made for investment purposes) in the stock of domestic and foreign issuers that are participating or benefitting from the development of the resources in the Mid-North America area. It may invest in companies of any size. The companies in which the fund invests may include smaller companies that have recently commenced operations and do not have significant revenues.
Contact Information
Address
1 Main Street
Minot,ND 58703
United States
Minot,ND 58703
United States
Phone
+1 8002761262
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Morey | Research Analyst | 2013 | 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. | ||
| Shannon D. Radke | Founder, Governor, President, Portfolio Manager | 2010 | 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. | ||
| Trey Welstad | Portfolio Manager | 2020 | 2023 |
| 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. | ||
| Monte L. Avery | Portfolio Manager | 2010 | 2020 |
| Biography | Mr. Avery was previously an employee of Integrity Money Management and, since August 1, 2009, has been an employee of Viking Management. Mr. Avery started in the securities business with PaineWebber in 1981 as a retail broker, transferring to Dean Witter in 1982. In 1988, Mr. Avery joined Bremer Bank, N.A. (Minot, ND) to help start its Invest Center. He transferred back to Dean Witter in 1993 where he remained until he joined Integrity in 1995. Since that time, Mr. Avery has served as a portfolio manager to various funds currently advised by Viking Management, including funds, such as the Funds, that were previously advised by Integrity Money Management. | ||
| Robert E. Walstad | Founder | 2010 | 2013 |
| Biography | Walstad has been engaged in the securities business since 1972. He is chairman of the board of The Integrity Funds, founder of Integrity Mutual Funds, Inc. and has over 15 years of experience in oversight of portfolio management. | ||
| Robert Loest | Senior Portfolio Manager | 2007 | 2010 |
| Biography | Loest is senior portfolio manager of Integrity Money Management, Inc. From 1986 to 2007, he was Chief Executive Officer of IPS Advisory. He is a member of the Association for Investment Management & Research and a regular member, founder, and director for the Knoxville Chapter of Financial Analysts. Loest holds the Chartered Financial Analyst designation. | ||
| F. Martin Koenig | Chairman | 2003 | 2007 |
| Biography | Koenig has significant prior expertise managing portfolios with investment strategies similar to these Funds. Prior to joining Integrity in 2003, from 1989 forward, he was employed as Chairman, CEO and CIO of Koenig Advisors. Koenig has been managing assets since 1968 with several firms including Chase Manhattan Bank, AIG Global Investors, Mitsubishi Bank Trust Co. of New York and EB Advisors, Inc. Koening holds the Chartered Financial Analyst designation. | ||
| John Lui | Senior Portfolio Manager | 1999 | 2003 |
| Biography | John Lui rejoined BNY Asset Management in 1995 as a Senior Portfolio Manager responsible for the Small Cap Growth strategy. He began his career at BNY Asset Management in 1980, and was with the firm until 1993. Prior to rejoining the Bank, John was with Barclays Global Asset Management where he managed $185 million in global equity and bond portfolios. He holds a B.B.A. in Economics and Finance, as well as an M.B.A. in Finance, both from Pace University. John is a member of the Investment Policy Committee | ||
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