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 Dow Down 0.10% Nasdaq Up 0.23%
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Henssler Equity Investor (HEQFX)

14.23 Up 0.01(0.07%) Apr 17
Get the big picture on all your investments.
Prev Close:14.22
YTD Return*:0.56%
Net Assets*:99.33M
Yield*:0.79%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
WFC3.2410.29
BBT3.068.98
AXP3.040.74
AFL2.82-4.66
BNS.TO2.80-4.33

Fund Basics

Morningstar Overall Rating:
Total Assets:99.33M
Category:Large Blend
Annual Report Expense Ratio (net):1.27%

Performance & Risk

YTD Return:0.56%
5y Avg Return:18.13%
Rank in Category (ytd):89
% Rank in Category (ytd):5.25%
Beta (3y):0.98
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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