Autopilot Managed Growth Inv
450 Wireless Blvd.
Map
Phone: 866-828-8674
| Category: | Long/Short Equity | | Fund Family: | Autopilot Funds | | Net Assets: | 697.80K | | Year-to-Date Return: | -4.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 14, 2006 |
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John D. Rhoads
Lead Manager since Sep 14, 2006 | | | Rhoads has been the chairman of RLCM since it was founded in 1996. He is the chief executive officer and one of its principals, and serves on its Investment Committee. Rhoads is a member of NAATM.
Rhoads holds the Certified Financial Planner designation. |
| Min Initial Investment: | 10,000 | | Min Initial Investment, IRA: | 4,000 | | Min Initial Investment, AIP: | 4,000 | | Min Subsequent Investment: | 1,000 | | Min Subsequent Investment, IRA: | 500 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks capital appreciation.
The fund invests primarily in equity securities of domestically traded companies that the adviser believes have above-average potential to appreciate in value. The companies may be of any capitalization range. It may invest, long or short, in options and futures for both (i) investment purposes and (ii) for hedging purposes in an effort to manage volatility and risk. The fund is non-diversified. |
| Last Dividend
(Dec 28, 2006)
:
| 0.02 | | Last Cap Gain
(Dec 27, 2009)
:
| 0.04 | | Annual Holdings Turnover
(Oct 5, 2010)
:
| 182.00% | | Average for Category: | 396.78% |
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| Expense | AUTOX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 2.24% | 1.97% | | Prospectus Net Expense Ratio: | 2.28% | N/A | | Prospectus Gross Expense Ratio: | 2.64% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.33% | | Max Deferred Sales Load:
| N/A | 1.24% | | 3 Yr Expense Projection*: | 786 | 969 | | 5 Yr Expense Projection*: | 1,368 | 1,554 | | 10 Yr Expense Projection*: | 2,947 | 3,158 |
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0.80%