Tocqueville Opportunity (TOPPX)
* As of 28-Feb-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||19.08%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.26%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital appreciation.
The fund invests primarily in the common stocks of small and mid cap companies which have the potential to deliver superior long term earnings growth. It defines small cap companies with a market capitalization of less than $3 billion and mid cap companies as companies with a market capitalization between $3 billion and $12 billion. In addition, the fund may invest in large cap companies. Market capitalization is measured at the time of initial purchase. View More