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    The MP 63 (DRIPX)

    16.71 Down 0.26(1.53%) Sep 4
    Prev Close:16.97
    YTD Return*:-8.11%
    Net Assets*:50.40M
    Yield*:1.64%

    * As of 31-Aug-15

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

    Headlines

    • No Headlines available for DRIPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    RPM2.04N/A
    INTC2.03N/A
    MSFT2.01N/A
    HRL2.01N/A
    HD1.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:50.4M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.79%

    Performance & Risk

    YTD Return:-8.11%
    5y Avg Return:13.72%
    Rank in Category (ytd):96
    % Rank in Category (ytd):5.79%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in common stock of companies that make up the Moneypaper 63 Stock Index, typically large-capitalization stocks, with an emphasis on quality and diversity. The MP 63 Stock Index is diversified across industries and is composed of companies that offer direct investment plans ("DRIPs"), regardless of the relative size of the companies. View More
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