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 Dow Down 0.16% Nasdaq Up 0.40%

Tocqueville Opportunity (TOPPX)

21.59 Up 0.23(1.08%) Jul 23
Prev Close:21.36
YTD Return*:2.56%
Net Assets*:86.62M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for TOPPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAL2.3273.70
DAL2.2647.18
PCLN1.977.26
ACT.IR1.6433.33
SBNY1.4917.92

Fund Basics

Morningstar Overall Rating:
Total Assets:86.62M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.30%

Performance & Risk

YTD Return:2.56%
5y Avg Return:18.94%
Rank in Category (ytd):68
% Rank in Category (ytd):8.88%
Beta (3y):1.32
Morningstar Risk Rating:5

Fund Summary

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. The fund manager's investment approach includes capitalization of less than $3 billion and mid cap companies as companies with a market capitalization between $3 billion and $12 billion. View More
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