Orion/Monetta Intermediate Bond
1776-a South Naperville Rd Ste 100 Wheaton IL 60187-8133
Map
Phone: 800-241-9772
| Category: | Intermediate-Term Bond | | Fund Family: | Monetta | | Net Assets: | 9.75M | | Year-to-Date Return: | 12.54% | | Yield: | 3.27% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-93 |
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George M. Palmer
Lead Manager since
07-Apr-09 | | | Mr. Palmer?s background includes over 33 years of experience in advising and managing investments for individuals and institutions. He began his career in 1976 as an institutional bond salesman with Kidder Peabody & Co. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks current income. The fund invests normally at least 80% of assets in bonds, which include a variety of debt securities including corporate bonds and notes, government securities, taxable municipal obligations and securities backed by mortgages or other assets and Treasury Inflation-Protected Securities. The dollar-weighted average maturity is expected to be between three and ten years. The fund may invest at least 70% of assets in U.S. government securities or securities rated in the three highest investment-grade categories. It may invest up to 25% of assets in straight-debt securities of foreign issuers? payable in U. S. dollars. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(30-Nov-06):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 217.63% |
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| Expense | MIBFX | Category
Avg | | Total Expense Ratio: | 1.72%
| 0.96% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 563 | $459 | | 5 Yr Expense Projection*: |
$ 969 | $706 | | 10 Yr Expense Projection*: |
$ 2,107 | $1,423 |
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