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    Compass EMP Intl 500 Enh Volatil Wtd T (CVHTX)

    11.31 Down 0.08(0.70%) Mar 6

    Profile as of Feb 27, 2015Get Profile for:
    Compass EMP Intl 500 Enh Volatil Wtd T
    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:80.24M
    Year-to-Date Return:4.36%
    Yield:0.80%
    Morningstar Rating:N/A
    Fund Inception Date:Nov 19, 2012
    Morningstar Style Box 
    Foreign Large Blend
    [View Category Definition]
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    About the Morningstar Style Box
    Management Information 
    Alex Pazdan
    Lead Manager since Nov 1, 2014
    Alex Pazdan is a Portfolio Manager/Analyst of the Compass Efficient Model Portfolios, LLC, where he has been employed since 2010. Mr. Pazdan is also a founding principal of Persistent Capital Management, a Commodity Trading Advisor launched in 2002. Prior to starting Persistent Capital, Mr. Pazdan was a Senior Market Strategist for Eclipse Capital Management, a Commodity Trading Advisor, in St. Louis, Missouri.
    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
    CVHTX can be purchased from 12 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 (Mar 4, 2015) : 80.56%
    Average for Category:47.04%
    Fees & Expenses 
    ExpenseCVHTXCategory Avg
    Annual Report Expense Ratio (net):1.90%1.19%
    Prospectus Net Expense Ratio:1.91%N/A
    Prospectus Gross Expense Ratio:2.23%N/A
    Max 12b1 Fee:0.50%N/A
    Max Front End Sales Load:3.50%5.34%
    Max Deferred Sales Load: N/A2.18%
    3 Yr Expense Projection*:993563
    5 Yr Expense Projection*:1,475912
    10 Yr Expense Projection*:2,8011,864
    * Per $10,000 invested