3 to 1 Diversified Equity
3 to 1 Funds c/o Unified Fund Services, Inc. P.O. Box 6110 Indianapolis, Indiana 4620
Map
Phone: 866-616-4848
| Category: | World Stock | | Fund Family: | 3to1funds | | Net Assets: | 47.98M | | Year-to-Date Return: | 34.65% | | Yield: | 0.40% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-08 |
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Brandon Thomas
Lead Manager since
01-Feb-08 | | | Thomas is responsible for leading all aspects of the Envestnet Asset Management, Inc. investment management and research capabilities. Prior to co-founding it in 1999, he was with Nuveen Investments, where he was responsible for managing the firms equity mutual fund activities. Previously, he was a portfolio manager with a Chicago-based money manager, and started his career as a securities analyst with a Wall Street investment management firm. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide long-term capital appreciation and income secondarily. The fund invests at least 80% of assets in equity securities of U.S. and foreign companies of all market capitalizations. It invests up to 40% of assets in foreign securities directly through foreign exchanges or indirectly through depositary receipts. The fund may invest up to 20% of assets in non-equity securities and it may engage in securities lending to earn income. It also invests, to a limited extent, in derivative securities, primarily for hedging purposes. |
| Last Dividend
(19-Dec-08):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 165.36% | | Average for Category:
| 91.16% |
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| Expense | FMREX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.20% Nasdaq 0.00%
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