Portfolio 21 R
C/O U.S. Bancorp Fund Services P.O. Box 701 Milwaukee, WI 53201-0701
Map
Phone: 877-351-4115
| Category: | World Stock | | Fund Family: | Portfolio 21 | | Net Assets: | 193.18M | | Year-to-Date Return: | 28.70% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-99 |
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Anthony S Tursich
Lead Manager since
30-Sep-99 | | | Tursich is a portfolio manager of the Progressive Investment Management and has been with the company since July 1997. Tony has ten years of experience in the securities industry. He received his bachelor's degree from Montana State University and his MBA from Portland State University. Tony has studied European business at Ecole Superieure de Commerce Marseille-Provence in France and has earned the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | 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 common stocks of domestic and foreign companies, including American Depositary Receipts ('ADRs''), of any size market capitalization. It may invest in at least ten countries. The companies must satisfy certain environmental criteria and exhibit certain financial characteristics that indicate positive prospects for long-term earnings growth. |
| Last Dividend
(17-Dec-08):
| 0.37 | | Last Cap Gain
(17-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 91.16% |
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| Expense | PORTX | 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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0.83% Nasdaq 0.00%
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