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 Dow Down 0.42% Nasdaq Down 0.39%

13D Activist A (DDDAX)

16.89 Down 0.06(0.35%) Aug 1
Prev Close:16.95
YTD Return*:11.72%
Net Assets*:309.40M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for DDDAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HHC5.3531.27
VRX.TO5.256.97
UNT3.7234.46
CBRL3.62-7.22
LEARQ3.450.00

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:309.4M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.75%

Performance & Risk

YTD Return:11.72%
5y Avg Return:N/A
Rank in Category (ytd):1
% Rank in Category (ytd):0.13%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks the investment objective is capital appreciation. The fund invests primarily in common stocks of U.S. companies that are the target of shareholder activism. The adviser defines an activist situation as one where an investor holds more than 5% of a company's shares and either (A) has a history of activist investing and/or (B) has a publicly disclosed catalyst for change such as seeking Board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified. View More
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