Liberty Street Horizon Fund - C Shares
PO Box 588
Map
Phone: 800-207-7108
| Category: | World Stock | | Fund Family: | Liberty Street | | Net Assets: | 13.21M | | Year-to-Date Return: | 26.72% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 24-May-07 |
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Murray Stahl
Lead Manager since
25-Apr-07 | | | Stahl is the chairman, treasurer and co-founder of Horizon since 1994. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund primarily invests in U.S. and foreign equity stocks. It may invest in any size company, including small- and medium-sized companies, and further may invest in companies which are financially distressed. The fund?s investments in foreign equity stocks may primarily be purchased in developed markets, although it may also purchase foreign equity stocks in emerging markets pursuant to its investment strategy. It is nondiversified. |
| Last Dividend
(31-Dec-07):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 91.16% |
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| Expense | LSHCX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | 0.75%
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.47% Nasdaq 0.00%
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