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    The MP 63 (DRIPX)

    18.25 Up 0.15(0.83%) Jan 29

    Profile as of Dec 30, 2014Get Profile for:
    The MP 63
    MP63 Fund Inc555 Theodore Fremd Ave, Ste B-103Rye, NY 10580
    Phone: 877-676-3386
    Fund Overview 
    Category:Large Blend
    Fund Family:MP 63
    Net Assets:55.94M
    Year-to-Date Return:13.28%
    Morningstar Rating:3 stars
    Fund Inception Date:Mar 1, 1999
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
    View Top Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    David Fish
    Lead Manager since Mar 1, 1999
    Mr. Fish is co-manager of the Fund. He also has served as the Executive Editor of Moneypaper Publications, LLC (and its predecessor The Moneypaper, Inc.), where his responsibilities include investment research, as well as editing and revising The Moneypaper’s Guide to Direct Investment Plans. He is primarily responsible for the daily management of the MP 63 Stock Index. Prior to joining The Moneypaper, Inc. in 1996, Mr. Fish had been a Senior Accountant with Thom McAn Shoe Company, beginning in 1974. Mr. Fish graduated magna cum laude with a B.S. degree in Business Administration from Worcester State College, Worcester, MA in 1974.
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:500
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    DRIPX can be purchased from 5 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in common stock of companies that make up the Moneypaper 63 Stock Index, typically large-capitalization stocks, with an emphasis on quality and diversity. The Moneypaper 63 Stock Index is diversified across industries and is composed of companies that offer direct investment plans ("DRIPs"), regardless of the relative size of the companies.

    Fund Operations 
    Last Dividend (Dec 23, 2014) : 0.29
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 27, 2015) : 4.25%
    Average for Category:46.41%
    Fees & Expenses 
    ExpenseDRIPXCategory Avg
    Annual Report Expense Ratio (net):0.77%1.08%
    Prospectus Net Expense Ratio:0.77%N/A
    Prospectus Gross Expense Ratio:0.77%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.27%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:246546
    5 Yr Expense Projection*:428863
    10 Yr Expense Projection*:9541,755
    * Per $10,000 invested