EXHIBIT 5.1 INVESTMENT ADVISORY AGREEMENT Agreement made this 21st day of February, 1990, between The Primary Trend Fund, Inc., a Wisconsin corporation (the "Fund"), and Arnold Investment Counsel Incorporated, a Wisconsin corporation (the "Adviser")....Investment Advisory Agreement • August 29th, 1997 • Primary Trend Fund Inc
Contract Type FiledAugust 29th, 1997 Company
ADMINISTRATION AND FUND ACCOUNTING AGREEMENT THIS AGREEMENT is made as of this 27th day of January, 1997, by and between The Primary Trend Fund, Inc., a Wisconsin corporation (the "Corporation"), and Sunstone Financial Group, Inc., a Wisconsin...Administration and Fund Accounting Agreement • August 29th, 1997 • Primary Trend Fund Inc • Wisconsin
Contract Type FiledAugust 29th, 1997 Company Jurisdiction
SIMS TOTAL RETURN FUND, INC. DISTRIBUTION AGREEMENTDistribution Agreement • October 28th, 2016 • Sims Total Return Fund, Inc. • Wisconsin
Contract Type FiledOctober 28th, 2016 Company JurisdictionTHIS AGREEMENT is effective as of April 25, 2016, by and between Sims Total Return Fund, Inc., a Wisconsin corporation (the “Fund”) and Quasar Distributors, LLC, a Delaware limited liability company (the “Distributor”). Sims Capital Management, LLC, the investment advisor to the Fund (the “Advisor”), is a party hereto with respect to Sections 3 F. and 6 only.
EXHIBIT 8 CUSTODIAN AGREEMENT THIS AGREEMENT made on August 26, 1986, between THE PRIMARY TREND FUND, INC., a Wisconsin corporation (hereinafter called the "Corporation"), and FIRST WISCONSIN TRUST COMPANY, a corporation organized under the laws of...Exhibit 8 • August 29th, 1997 • Primary Trend Fund Inc
Contract Type FiledAugust 29th, 1997 Company
CUSTODY AGREEMENTCustody Agreement • October 30th, 2006 • Primary Trend Fund Inc • Ohio
Contract Type FiledOctober 30th, 2006 Company JurisdictionTHIS AGREEMENT is made and entered into as of this 31st day of October, 2005, by and between THE PRIMARY TREND FUNDS, INC., a Wisconsin corporation (the “Corporation”), and U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America with its principal place of business at Cincinnati, Ohio (the “Custodian”).
INVESTMENT AGREEMENTInvestment Agreement • August 29th, 1997 • Primary Trend Fund Inc
Contract Type FiledAugust 29th, 1997 CompanyThe undersigned hereby subscribes to 10,000 shares of the Common Stock, $.01 par value of The Primary Trend Fund, Inc., and agrees to pay to said corporation the sum of $100,000 in cash.
ARTICLE IPrimary Trend Fund Inc • August 29th, 1997
Company FiledAugust 29th, 1997
SECOND AMENDED AND RESTATED ADMINISTRATION AND FUND ACCOUNTING AGREEMENTAccounting Agreement • October 28th, 2015 • Primary Trend Fund Inc • Wisconsin
Contract Type FiledOctober 28th, 2015 Company JurisdictionACCOUNTING AGREEMENT (the “Agreement”) is made as of this 9th day of December, 2014 by and between The Primary Trend Fund, Inc., a Wisconsin corporation (the “Corporation”), and UMB Fund Services, Inc., a Wisconsin corporation (the “Administrator”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 28th, 2016 • Sims Total Return Fund, Inc.
Contract Type FiledOctober 28th, 2016 CompanyTHIS INVESTMENT ADVISORY AGREEMENT (this “Agreement”) is made and effective as of this 22nd day of April, 2016, between The Primary Trend Fund, Inc., a Wisconsin corporation to be renamed Sims Total Return Fund, Inc. (the “Fund”), and Sims Capital Management LLC, a Wisconsin limited liability company (the “Advisor”).
AMENDED AND RESTATED ADMINISTRATION AND FUND ACCOUNTING AGREEMENTAdministration and Fund Accounting Agreement • October 28th, 2009 • Primary Trend Fund Inc • Wisconsin
Contract Type FiledOctober 28th, 2009 Company JurisdictionTHIS AGREEMENT is made as of this 13th day of April, 2009, by and between The Primary Trend Fund, Inc., a Wisconsin corporation (the “Corporation”), and UMB Fund Services, Inc., a Wisconsin corporation (the “Administrator”).