Integrity Williston Bsn/Md-N Amer Stk A
1 Main Street North Minot ND 58703
Map
Phone: 800-276-1262
| Category: | Mid-Cap Growth | | Fund Family: | Integrity | | Net Assets: | 1.21M | | Year-to-Date Return: | 16.67% | | Yield: | 0.33% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Apr-99 |
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Robert Loest
Lead Manager since
01-May-07 | | | Loest is senior portfolio manager of Integrity Money Management, Inc. From 1986 to 2007, he was Chief Executive Officer of IPS Advisory. He is a member of the Association for Investment Management & Research and a regular member, founder, and director for the Knoxville Chapter of Financial Analysts. Loest holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings made for investment purposes) in equity securities of domestic and foreign issuers. It may invest in companies that have recently commenced operations and do not have significant revenues (development stage companies). The fund may invest in U.S. and foreign government and corporate debt obligations and money market instruments. It may also invest in stocks, shares of exchange-traded funds ("ETFs"), stock indexes and repurchase agreements. |
| Last Dividend
(30-Dec-08):
| 0.01 | | Last Cap Gain
(28-Dec-07):
| 5.15 | | Annual Holdings Turnover
| 151.02% | | Average for Category:
| 132.16% |
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| Expense | ICPAX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.00%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.83% Nasdaq 
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