• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.21% Nasdaq Up 0.10%

    Convergence Core Plus Investment (MARVX)

    18.43 Up 0.02(0.11%) May 21
    Prev Close:18.43
    YTD Return*:-0.94%
    Net Assets*:274.88M
    Yield*:0.05%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for MARVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.5417.02
    GE2.198.82
    GILD1.9712.09
    JNJ1.87-3.37
    AMGN1.672.27

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:274.88M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-0.94%
    5y Avg Return:14.38%
    Rank in Category (ytd):95
    % Rank in Category (ytd):5.81%
    Beta (3y):0.99
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital growth. The fund establishes long and short positions in equity securities of domestic and foreign companies. It focuses primarily on companies with medium and large market capitalizations, although the fund may establish long and short positions in companies of any market capitalization. The fund will hold long (purchase) securities that the adviser believes will outperform the market, and will sell short securities expected to underperform the market. It intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 100%. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback