3 to 1 Strategic Income
3 to 1 Funds c/o Unified Fund Services, Inc. P.O. Box 6110 Indianapolis, Indiana 4620
Map
Phone: 866-616-4848
| Category: | Multisector Bond | | Fund Family: | 3to1funds | | Net Assets: | 29.86M | | Year-to-Date Return: | 27.69% | | Yield: | 5.16% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-08 |
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Dwayne A Moyers
Lead Manager since
01-Feb-08 | | |
| 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 total return which comprised of long-term capital appreciation and income. The fund normally invests at least 80% of assets in fixed income securities, which includes all varieties of fixed income and floating rate securities. It may invest up to 75% of assets in high yield, lower-quality fixed income securities that are rated below investment grade or, if unrated, determined by a sub-adviser to be of comparable quality or if split rated, securities deemed by the sub-adviser to be of comparable quality. |
| Last Dividend
(19-Dec-08):
| 0.80 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 162.74% | | Average for Category:
| 104.85% |
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| Expense | FMRIX | Category
Avg | | Total Expense Ratio: | %
| 1.15% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.02% | | Max Deferred Sales Load: | %
| 2.54% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $528 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $818 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,632 |
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