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Sirios Focus Institutional (SFDIX)

10.21 Down 0.04(0.39%) Jul 28
Prev Close:10.25
YTD Return*:1.58%
Net Assets*:79.07M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SFDIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BAC4.550.32
AN4.1820.31
DISH4.0713.28
TMUS4.03-0.68
STZ4.0225.58

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:79.07M
Category:Large Growth
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:1.58%
5y Avg Return:N/A
Rank in Category (ytd):91
% Rank in Category (ytd):5.23%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation. The fund will primarily invest in a portfolio consisting primarily of equity and equity-related securities of approximately 25 - 50 companies (the actual number of which may be fewer or greater depending upon the availability of investment opportunities). The adviser generally seeks to invest in companies of both U.S. and foreign issuers with significant long-term growth potential. The fund is non-diversified. View More
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