Dynamic Contrarian Advantage I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
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Phone: 888-572-0968
| Category: | World Stock | | Fund Family: | BHR Institutional | | Net Assets: | 580.00K | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-09 |
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David L. Fingold
Lead Manager since
02-Mar-09 | | | David Fingold has been a member of the Dynamic Value Team since 2002. Prior to joining Goodman & Company, David worked for seven years for a privately owned merchant bank. David has 18 years of business experience including senior positions in corporate finance, sales, purchasing, and marketing and in the manufacturing, transportation and distribution industries. David graduated with a Bachelor of Science in Management with High Distinction from Babson College in 1988. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests in a broadly diversified portfolio consisting of equity securities of U.S. and foreign companies chosen using a value oriented investment approach. The Sub-Adviser believes that dividend growth may be a strong indicator of future price performance, and therefore, seeks to identify high quality companies, selling at a discount to intrinsic value, that are expected to initiate or increase their dividends. The fund may invest in companies of any size, including small and mid capitalization companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.32% |
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| Expense | DWGVX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $729 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,136 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,279 |
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0.16% Nasdaq 0.00%
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