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USA Mutuals
700 North Pearl Street
Suite 900
Dallas, TX  75201
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Main Phone: 800-688-8257
Web Site: http://www.usamutuals.com

Mutual Fund Brand(s)

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Previously known as 1-800-Mutuals and Mutuals.com, USA Mutuals offers two mutual funds. Both funds date back to 2002 and both connect to its slogan, "Invest Your Knowledge." That slogan emphasizes offering investors access to investments that target sectors and concepts that the investors themselves can understand.

    The famous Vice Fund is a growth fund focused on four sectors -- alcohol, casinos, defense and weapons, and tobacco -- seen as resistant to economic volatility. The Generation Wave Growth Fund emphasizes sectors seen to benefit from the Baby Boomers, Generation X and Generation Y. Gerard Sullivan, former head of the Industry Leaders Fund and current chief investment officer of Claremont Investment Partners, PMs both USA Mutuals funds. He took over from Jeffrey Middleswart on June 1, 2011.

    USA Mutuals has historically been a direct-sold, no-load fund family. Yet it is now tied in to an advisor-sold fund firm. On April 1, 2011, Jerry Szilagyi, founder and CEO of Catalysts Capital Advisors [see profile], took Eric Lansky's place as president and CEO of USA Mutuals. Szilagyi now leads both USA Mutuals and Catalyst.

    "They are two separate legal entities," Szilagyi told MFWire.com in June 2011, "and there are no plans to combine them at all."

    Watch for Szilagyi to lead USA Mutuals into the advisor-sold, load-based mutual fund space.
    Sponsored Opportunities

    Key People:
    Jerry Szilagyi
    CEO & CCO, Catalyst Capital Advisors
    Gerald Sullivan
    Portfolio Manager, USA Mutuals
    Story Archive for USA Mutuals
    Published On Story Headline Publication
    9/6/2016 Filings for Fundsters - September 6, 2016 MFWire.com
    5/17/2016 This Four-Firm Family's CEO Still Hunts MFWire.com
    9/4/2013 Jerry Szilagyi Scoops Up a Hartford Veteran MFWire.com
    8/26/2013 Szilagyi Builds NY Presence With a Hire from Sentinel MFWire.com
    6/19/2013 USA Mutuals Tweaks Generation Wave MFWire.com
    5/31/2013 A Sin Fund Elevates the Temptation MFWire.com
    12/2/2011 The Vice Fund Adds Share Classes MFWire.com
    7/18/2011 The NYTimes Pits Virtus Against Vice MFWire.com
    6/27/2011 A Niche Fund Firm Swaps Its Leaders MFWire.com
    8/20/2010 Vice Counts On Guns, Smokes and Booze, Not Dice MFWire.com
    10/13/2009 Vice Rolls the Dice With Mag Readers MFWire.com
    2/18/2009 A Pair of Fundsters Reboot RIA-Mutual Fund Connections MFWire.com
    2/2/2009 A New Chief Leads a Fund Firm Beyond Vice MFWire.com
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