Mirzam Capital Appreciation
2960 N. Meridian Street, Suite 300 Indianapolis, Indiana. 46208
Map
Phone: 888-693-8056
| Category: | World Stock | | Fund Family: | Mirzam | | Net Assets: | 6.14M | | Year-to-Date Return: | 36.34% | | Yield: | 1.73% | | Morningstar Rating: | N/A | | Fund Inception Date: | 13-Aug-07 |
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Albert J. Meyer
Lead Manager since
13-Aug-07 | | | Meyer is managing member with Bastiat Capital. He founded the firm in March 2006. Prior to founding the firm, Meyer was the founder and general manager of 2nd Opinion Research which he began in March 2003.From 1998 to 2002, he was a research analyst for David W. Tice & Associates, LLC. Meyer was formerly an accounting professor at Spring Arbor University in Michigan and assistant academic dean at the University of Natal, South Africa. Meyer holds the Certified Public Accountant designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of companies of all market capitalizations. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights, warrants and convertible securities), American Depository Receipts (ADRs) or Global Depository Receipts (GDRs), equity real estate investment trusts (REITs), and securities of other investment companies that invest primarily in equity securities, including other mutual funds, exchange-traded fund (ETFs) and closed-end funds. |
| Last Dividend
(30-Sep-09):
| 0.01 | | Last Cap Gain
(29-Dec-08):
| 0.03 | | Annual Holdings Turnover
| 1.16% | | Average for Category:
| 91.16% |
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| Expense | MIRZX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 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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