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    Henssler Equity Investor (HEQFX)

    9.82 Up 0.01(0.10%) Jul 30
    Prev Close:9.81
    YTD Return*:-1.33%
    Net Assets*:60.33M
    Yield*:0.70%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HEQFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Utilities Select Sector SPDR® ETF2.53N/A
    GOOGL2.37N/A
    AAPL2.36N/A
    TRV1.95N/A
    UNH1.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:60.33M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.37%

    Performance & Risk

    YTD Return:-1.33%
    5y Avg Return:13.87%
    Rank in Category (ytd):91
    % Rank in Category (ytd):5.46%
    Beta (3y):1.00
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks growth of capital. Under normal circumstances, the fund invests more than 90% of its total assets in common stocks. It may invest in companies of any size. The fund may invest up to 20% of its total assets in common stocks of foreign issuers that are traded in the United States and in American Depositary Receipts of foreign companies. View More
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