Biondo Focus Investor (BFONX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Jpmorgan Chase ([Wts/Rts])||11.74||-24.58|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.34%|
Performance & Risk
|5y Avg Return:||9.84%|
|Rank in Category (ytd):||100|
|% Rank in Category (ytd):||5.6%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital appreciation.
The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment grade fixed income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified. View More