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    Compass EMP Intl 500 Enh Volatil Wtd A (CVHAX)

    11.52 Down 0.02(0.17%) Feb 26

    Profile as of Jan 30, 2015Get Profile for:
    Compass EMP Intl 500 Enh Volatil Wtd A
    Compass EMP Funds Trust4020 South 147th StreetOmaha, NE 68137
    Map
    Phone: 888-944-4367
    Fund Overview 
    Category:Foreign Large Blend
    Fund Family:Compass EMP Funds
    Net Assets:77.69M
    Year-to-Date Return:-0.36%
    Yield:0.95%
    Morningstar Rating:N/A
    Fund Inception Date:Nov 19, 2012
    Morningstar Style Box 
    Foreign Large Blend
    [View Category Definition]
    View Top Foreign Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    Robert Bateman
    Lead Manager since Nov 1, 2014
    Rob Bateman is a Portfolio Manager/Analyst of Compass Efficient Model Portfolios, LLC, where he has been employed since 2007. Prior to joining the Advisor, Mr. Bateman was a fixed income and futures trader at Stephens, Inc. from 2004 to 2007 and at PFIC Securities from 2000 to 2004.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    CVHAX can be purchased from 18 brokerages.

    Fund Summary 
    The investment seeks to provide investment results that match the performance of the CEMP International 500 Long/Cash Volatility Weighted Index before expenses. The fund seeks to achieve its investment objective by investing primarily in a portfolio of common stocks of large capitalization companies that have their headquarters in a developed country (excluding the U.S. and emerging markets) and the stock of which trades on an exchange in a developed country (other than the U.S. and emerging markets). It seeks to track the returns of the CEMP International 500 Long/Cash Volatility Weighted Index (the "index") before expenses.

    Fund Operations 
    Last Dividend (Sep 28, 2014) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 23, 2015) : 80.56%
    Average for Category:47.04%
    Fees & Expenses 
    ExpenseCVHAXCategory Avg
    Annual Report Expense Ratio (net):1.65%1.19%
    Prospectus Net Expense Ratio:1.66%N/A
    Prospectus Gross Expense Ratio:1.98%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.34%
    Max Deferred Sales Load: N/A2.18%
    3 Yr Expense Projection*:1,131563
    5 Yr Expense Projection*:1,553912
    10 Yr Expense Projection*:2,7241,864
    * Per $10,000 invested