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 Dow Down 0.08% Nasdaq Down 0.83%
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Fallen Angels Value (FAVLX)

10.90 Down 0.01(0.09%) Apr 23
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Prev Close:10.91
YTD Return*:3.13%
Net Assets*:10.34M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for FAVLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BRK.A6.595.23
GE6.11-6.92
GOOG3.791.27
TEVA3.6533.14
ESRX3.018.31

Fund Basics

Morningstar Overall Rating:
Total Assets:10.34M
Category:Large Blend
Annual Report Expense Ratio (net):2.43%

Performance & Risk

YTD Return:3.13%
5y Avg Return:11.05%
Rank in Category (ytd):7
% Rank in Category (ytd):0.41%
Beta (3y):1.11
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests in the equity securities of companies that the adviser believes to be undervalued at current market prices. These include common stocks, preferred stocks, convertible securities, and warrants to buy common stocks. The fund may hold positions in the equity securities of small, medium and large capitalization companies. It also may invest in shares of closed-end investment companies, as well as exchange trade funds ("ETFs"). View More
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