BRDAX B. Riley Diversified Equity Fund Class A Shares

This is an open ended mutual fund. The investment seeks to achieve capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in certain equity securities of U.S. companies selected by the B. Riley & Co. Research Group (the Research Group ) as Buy rated in the universe of securities it reviews. These equity securities will generally consist of common stocks. The list of these Buy rated securities is referred to as the Buy List .

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As of 08/04/2021


Mutual Fund Information
Sponsor:     World Funds, Inc.
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     02/10/2014
Market cap:     $840,000
Current yield:     0.00%
Fees:     1.5000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  98147A451
ISIN:    US98147A4519
Investment style: Actively managed

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