YieldQuest Core Equity Inv
3575 Piedmont Road NE Suite 1550
Map
Phone: 877-497-3634
| Category: | Large Blend | | Fund Family: | Yieldquest Funds | | Net Assets: | 1.37M | | Year-to-Date Return: | 17.05% | | Yield: | 10.86% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Feb-08 |
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Jay K. Chitnis
Lead Manager since
31-Oct-05 | | | Chitnis works as chief investment officer of YieldQuest Advisors, which he served since the firm's inception in 2004. He also serves as senior managing director and chief investment strategist of YieldQuest Securities. From September 2001 to June 2004, Chitnis serves as principal underwriter of the YieldQuest Funds, and he was responsible for researching and implementing new investment ideas to a client base of over 200. Chitnis holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation; income is the secondary consideration. The fund generally invests at least 80% of assets in common stocks of companies of all market capitalizations, either directly or through investments in ETFs, actively managed closed end mutual funds, or REITs. It may invest up to one-third of assets in foreign stocks, including emerging-market stocks. The fund may invest up to 20% of assets in securities that provide income and other fixed-income securities. It may invest up to 10% of net assets in non-investment grade fixed-income securities, commonly known as junk bonds. |
| Last Dividend
(29-Dec-08):
| 0.60 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | YCEIX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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