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Capital Advisors Growth (CIAOX)

25.02 Up 0.26(1.05%) Oct 17
Prev Close:24.76
YTD Return*:7.38%
Net Assets*:38.21M
Yield*:1.30%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
BAM.TO5.6416.53
WFC3.9515.11
KO3.605.68
T3.463.36
UL.L3.462.70

Fund Basics

Morningstar Overall Rating:
Total Assets:38.21M
Category:Large Growth
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:7.38%
5y Avg Return:13.21%
Rank in Category (ytd):23
% Rank in Category (ytd):1.33%
Beta (3y):0.94
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies. Under normal conditions, the fund will invest at least 65% of its total assets in common stocks of companies that the Advisor believes have the potential for long-term growth of capital. The Advisor uses the growth style of investing. Growth stocks are securities of companies that have or are expected to have above average earnings growth. The fund may also write covered call options on up to 33% of its net assets for the purpose of generating additional income for the fund. View More
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