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 Dow Down 0.42% Nasdaq Down 0.05%

Oceanstone Fund (OSFDX)

38.23 Down 0.02(0.05%) Jul 29
Prev Close:38.25
YTD Return*:-2.18%
Net Assets*:47.22M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for OSFDX at this time.

Top Holdings

Symbol% AssetsYTD Return %
RAD12.4340.51
ESI10.23-49.79
JAKK5.1516.37
FLEX.SI3.6644.53
COCO3.28-84.25

Fund Basics

Morningstar Overall Rating:
Total Assets:47.22M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.80%

Performance & Risk

YTD Return:-2.18%
5y Avg Return:26.16%
Rank in Category (ytd):100
% Rank in Category (ytd):22.94%
Beta (3y):1.01
Morningstar Risk Rating:5

Fund Summary

The investment seeks to obtain capital appreciation. To achieve its investment objective, the fund invests only in common stocks on the New York Stock Exchange, American Stock Exchange, and NASDAQ (both Global and Capital Markets), including American Depositary Receipts (ADRs) of foreign issuers, that the fund's investment adviser believes are undervalued. The fund will invest in small, medium, and large capitalization stocks and may engage in active and frequent trading of its portfolio securities. The fund is non-diversified. View More
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