Autopilot Managed Growth Inv
450 Wireless Blvd.
Map
Phone: 866-828-8674
| Category: | Long-Short | | Fund Family: | Autopilot Funds | | Net Assets: | 27.05M | | Year-to-Date Return: | -8.59% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-06 |
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David A. Lucca
Lead Manager since
15-Sep-06 | | | Lucca has been the vice president, secretary and treasurer of RLCM since 1988 and serves on its Investment Committee and Board of Directors. He has been registered under the Commodities Exchange Act (CEA) as an associated person of RLCM and has been a member of the National Futures Association (NFA) in such capacity, each since August 2005.and a member of the FPA. Lucca began his investment career in 1986. Lucca 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, and as a secondary goal, to manage volatility and market risk. 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 in common stocks, exchange traded funds (ETFs) and closed-end funds. The fund is nondiversified. |
| Last Dividend
(29-Dec-06):
| 0.02 | | Last Cap Gain
(29-Dec-08):
| 1.62 | | Annual Holdings Turnover
| 380.00% | | Average for Category:
| 347.16% |
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| Expense | AUTOX | Category
Avg | | Total Expense Ratio: | 2.42%
| 2.13% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.48% | | Max Deferred Sales Load: | %
| 1.96% | | 3 Yr Expense Projection*: |
$ 828 | $1,062 | | 5 Yr Expense Projection*: |
$ 1,437 | $1,747 | | 10 Yr Expense Projection*: |
$ 3,083 | $3,433 |
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0.16% Nasdaq 0.00%
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