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    Henssler Equity Investor (HEQFX)

    9.81 Down 5.78(37.08%) Dec 19
    Prev Close:15.59
    YTD Return*:10.04%
    Net Assets*:84.50M
    Yield*:0.74%

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for HEQFX

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC3.2722.40
    BBT3.182.79
    iShares US Financial Services3.060.22
    BNS.TO2.92-8.50
    AFL2.6545.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:84.5M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.30%

    Performance & Risk

    YTD Return:10.04%
    5y Avg Return:13.07%
    Rank in Category (ytd):72
    % Rank in Category (ytd):4.56%
    Beta (3y):1.04
    Morningstar Risk Rating:3

    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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