* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for TORYX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.17%|
Performance & Risk
|5y Avg Return:||20.43%|
|Rank in Category (ytd):||90|
|% Rank in Category (ytd):||5.31%|
|Morningstar Risk Rating:||1|
The investment seeks to build investor wealth over extended periods and to minimize shareholder capital gains tax liability.
The fund invests in high quality companies. Capable management and sound finances are critical considerations in the selection process. It will invest 90% or more of assets in common stocks, preferred stocks, and securities convertible into common stocks with the balance held in fixed-income securities, U.S. Treasury securities or other cash equivalents. The fund holds between 25 and 40 stocks. Positions in individual issuers will not exceed 8% of assets and positions in industry groupings will not exceed 25% of assets. View More