Activa Value A
2905 Lucerne Se Suite 200 Grand Rapids, MI 49546-7116
Map
Phone: 800-346-2670
| Category: | Large Value | | Fund Family: | Activa | | Net Assets: | 58.90M | | Year-to-Date Return: | 12.12% | | Yield: | 1.19% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Aug-71 |
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Mammen Chally
Lead Manager since
30-Apr-09 | | | Chally, vice president and Equity portfolio manager, works in Wellington Management?s Quantitative Investment Group as a member of the portfolio management team for the firm?s intersection and quantitative portfolios and manages portfolios focusing on US equities.He has been with Wellington Management Company, LLP since 1998. He has been an investment professional with Wellington since 1996, and he joined the firm in 1994. Chally holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies which the fund's sub-adviser believes undervalues by the marketplace. It may invest in companies with any market capitalization. |
| Last Dividend
(22-Dec-08):
| 0.08 | | Last Cap Gain
(22-Dec-08):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | AMWYX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 995 | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $966 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,855 |
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0.16% Nasdaq 0.00%
0.01 (0.14%) 
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