Navellier Fundamental A
Navellier Performance Funds 1 East Liberty, Third Floor Reno, NV 89501
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Phone: 800-622-1386
| Category: | Mid-Cap Growth | | Fund Family: | Navellier | | Net Assets: | 11.85M | | Year-to-Date Return: | -8.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-May-05 |
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Louis G. Navellier
Lead Manager since
02-May-05 | | | Louis is the chairman and CEO of Navellier & Associates, Inc.. He has an aggressive investment style suitable only for investors willing to accept a little more risk and who can hold stocks long-term. He developed a computer model based on an existing proven model, which identifies attractive stocks to meet the goals of the Portfolio. Louis has 22 years investment experience. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long term capital growth. The fund invests primarily in publicly-traded securities including common stocks, preferred stocks, stock warrants and rights and convertible securities. It may invest in other types of securities, such as cash or cash equivalents. The fund may invest up to 15% of total assets in foreign securities traded on the United States market. It is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.00 | | Last Cap Gain
(12-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 254.00% | | Average for Category:
| 138.22% |
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| Expense | NFMAX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 808 | $651 | | 5 Yr Expense Projection*: |
$ 1,380 | $1,030 | | 10 Yr Expense Projection*: |
$ 2,934 | $2,053 |
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0.65% Nasdaq 
0.09 (1.16%) 
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