Skip to search.

Breaking News Visit Yahoo! News for the latest.

×Close this window

 Dow Down 0.52% Nasdaq Down 1.11%
Streaming
Ticker Tape: On

13D Activist I (DDDIX)

13.83 Down 0.22(1.57%) May 22

Prev Close:13.83
YTD Return*:9.62%
Net Assets*:15.49M
Yield*:N/A

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
CPWR4.147.36
JACK4.0312.06
HHC3.955.66
GGP3.92-0.76
VRX.TO3.8813.15
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:15.49M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.50%
Fund Profile | Holdings

Performance & Risk

YTD Return:9.62%
5y Avg Return:N/A
Rank in Category (ytd):8
% Rank in Category (ytd):1.87%
Beta (3y):N/A
Morningstar Risk Rating:
Performance Details | Risk Details

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
Fund Profile
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback