Midas Perpetual Portfolio
11 Hanover SquareNew York NY 10005
Map
Phone: 800-400-6432
| Category: | Conservative Allocation | | Fund Family: | Midas | | Net Assets: | 8.39M | | Year-to-Date Return: | -0.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Jun-1980 |
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Heidi F. Keating
Lead Manager since
29-Apr-2008 | | | Keating is a vice president with CEF Advisers, Inc. and is a member of its Investment Policy Committee. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to preserve and increase the purchasing power value of its shares over the long term.
The fund invests a fixed target percentage of total assets in each of the following investment categories: gold and silver; Swiss franc assets; hard asset securities; large capitalization growth stocks; and dollar assets. The average length to maturity of dollar assets does not exceed fifteen years and corporate bonds have a Standard & Poorâs rating of âAâ or higher and a remaining time to maturity of twenty four months or less. It is nondiversified. |
| Last Dividend
(31-Dec-08):
| 0.00 | | Last Cap Gain
(30-Dec-09):
| 0.01 | | Annual Holdings Turnover
(18-Mar-10):
| .00% | | Average for Category:
| 126.79% |
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| Expense | MPERX | Category
Avg | | Total Expense Ratio: | 1.21%
| 0.85% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ 640 | $64 | | 5 Yr Expense Projection*: |
$ 1,152 | $98 | | 10 Yr Expense Projection*: |
$ 2,557 | $194 |
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0.63% Nasdaq 
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