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 Dow Down 0.42% Nasdaq Down 0.39%

Congressional Effect Investor (CEFFX)

10.23 Up 0.01(0.10%) Aug 1
Prev Close:10.22
YTD Return*:2.12%
Net Assets*:12.16M

* As of 30-Jun-14

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


  • No Headlines available for CEFFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPDR S&P 500701.41N/A
S&P 500 E-Mini 41804699.23N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:12.16M
Category:Large Blend
Annual Report Expense Ratio (net):1.65%

Performance & Risk

YTD Return:2.12%
5y Avg Return:2.61%
Rank in Category (ytd):98
% Rank in Category (ytd):5.97%
Beta (3y):0.50
Morningstar Risk Rating:1

Fund Summary

The investment seeks capital appreciation and income. The fund's principal investment strategy is investing in the S&P 500 on days when Congress is "out of session" (not meeting) and to invest in interest-bearing domestic securities or to otherwise be out of the stock market when Congress is "in session" (meeting). When Congress is in session, its goal is for 90% or more of its assets to be out of the U.S. stock market. The fund may also invest 90% or more of its assets in S&P 500 ETFs or index mutual funds, or may take any other investment approach with such assets to approximate the performance of the S&P 500 when Congress is out of session. View More
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