FCI Equity
2960 N. Meridian Street, Suite 300 Indianapolis, IN, 46208
Map
Phone: 877-627-8504
| Category: | Large Growth | | Fund Family: | FCI Funds | | Net Assets: | 12.47M | | Year-to-Date Return: | 12.22% | | Yield: | 0.63% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Oct-05 |
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Brian E. Perott
Lead Manager since
05-Oct-05 | | | Perott joined the advisor in 2000 and currently serves as senior vice president and equity portfolio manager. He also serves as the advisors analyst for the consumer discretionary sector and he is a member of the equity sector allocation team. Perott began his career in 1993. From 1997 to 2000, he was a vice president and portfolio manager for Commerce Bank Trust Center. Perott holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $250,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities. It may also invest in other investment companies including exchange-traded funds (ETFs). The fund may invest up to 25% of assets in foreign companies operating in developed countries, through sponsored or unsponsored American Depositary Receipts (ADRs) traded on U.S. stock exchanges. |
| Last Dividend
(15-Dec-08):
| 0.05 | | Last Cap Gain
(14-Dec-07):
| 0.74 | | Annual Holdings Turnover
| 197.30% | | Average for Category:
| 110.55% |
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| Expense | FCIEX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 528 | $672 | | 5 Yr Expense Projection*: |
$ 975 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,214 | $2,074 |
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