AlphaMark Large Cap Growth
C/O Ultimus Fund Solutions, LLC 225 Pictoria Drive, Suite 450 Cincinnati OH 45246
Map
Phone: 866-420-3350
| Category: | Large Growth | | Fund Family: | AlphaMark | | Net Assets: | 11.30M | | Year-to-Date Return: | 22.43% | | Yield: | 0.15% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Oct-08 |
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Michael L. Simon
Lead Manager since
31-Oct-08 | | | Simon is a native of the Greater Cincinnati Area and has been working in the financial services and investment fields for over 18 years. His past experience includes managing financial service advisor at a local money management firm and senior portfolio manager at a regional bank. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invest at least 80% of net assets plus the amount of any borrowings for investment purposes in a diversified portfolio of domestic common stocks of large cap companies with a total market capitalization of $5 billion or more at the time of purchase. It invests up to 20% of net assets in securities of foreign securities. |
| Last Dividend
(31-Dec-08):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | AMLCX | Category
Avg | | Total Expense Ratio: | 1.51%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 477 | $672 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,053 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,074 |
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0.34% Nasdaq 0.00%
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