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Volumetric Fd Inc.: (MF: VOLMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:15 PM ET

$23.12 USD

-0.04 (-0.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for VOLMX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Fund Description

The fund was incepted in September 1979 and is managed by Volumetric Advisers. The fund seeks capital growth. The fund's secondary objective is downside protection. The fund invests in a broadly diversified portfolio of large and mid-cap stocks. The fund invests primarily in issues listed on the New York Stock Exchange, and to a lesser extent, in common stocks of NASDAQ and other exchanges. The fund distributes dividends and capital gains annually.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Volumetric Fund VOLMX NA NA 2.00 0.00 1.89 1.89

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Volumetric Fund VOLMX 23.12 9/30/1987 0.00 3.15 8.90 5.77

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Volumetric Fund VOLMX 500 200 0 A

Contact Information

Family Volumetric
Address 87 Violet Dr
Pearl River, NY 10965
Phone 800 541-3863