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 Dow Down 0.42% Nasdaq Down 0.05%

GaveKal Knowledge Leaders Instl (GAVIX)

13.89 Up 0.02(0.14%) Jul 28
Prev Close:13.89
YTD Return*:3.82%
Net Assets*:192.35M
Yield*:N/A

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
SSDOF2.2113.93
36322.1624.47
LLY2.1413.37
STJ2.06-10.28
MDT2.0149.32

Fund Basics

Morningstar Overall Rating:
Total Assets:192.35M
Category:Large Growth
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:3.82%
5y Avg Return:N/A
Rank in Category (ytd):69
% Rank in Category (ytd):3.97%
Beta (3y):0.50
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term growth of capital and to exceed the performance of the MSCI World Index. The fund normally invests in common stock of companies of any size located throughout the world, including the United States. It will invests primarily in "platform companies", which the fund's advisor considers to be companies that incorporate knowledge components, or intellectual property, into their products and services, unlike companies that simply produce commodities or other raw materials. The fund may also have limited exposure to emerging markets. View More
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