Biondo Growth Inv
Gemini Funds 1301 E Ninth St Ste 1005 Cleveland, OH 44114
Map
Phone: 800-672-9152
| Category: | Large Growth | | Fund Family: | Gemini | | Net Assets: | 55.68M | | Year-to-Date Return: | 27.23% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-06 |
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Joseph R. Biondo
Lead Manager since
03-May-06 | | | Biondo is founder and Senior Portfolio Manager of Biondo Investment Advisors, LLC. He began his career in financial services in 1962 in Port Jervis, New York, with Loeb Rhoades, Inc., and began managing portfolios on a discretionary basis in 1990. Biondo serves as a Director of the Newton Memorial Hospital Foundation in Newton, New Jersey, as a Trustee for Avon Old Farms School in Avon, Connecticut, and is Chairman of The Ingeborg A. Biondo Memorial Foundation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund primarily invests in a diversified portfolio of equity securities of companies that above-average future growth potential relative to their peers. It invests in companies of all sizes traded on any stock exchange in the United States without regard to the market capitalization. The fund normally invests in domestic companies, but also may invest in securities of foreign issuers. The fund may invest up to 20% of total assets in fixed-income or debt securities with a minimum credit quality of investment-grade. It typically holds 20 to 50 equity investments. The fund is nondiversified. |
| Last Dividend
(28-Dec-06):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 0.23 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 112.30% |
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| Expense | BIONX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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1.27% Nasdaq 0.00%
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