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Jordan Opportunity (JORDX)

17.53 Up 0.10(0.57%) Apr 17
Get the big picture on all your investments.
Prev Close:17.43
YTD Return*:4.06%
Net Assets*:48.22M
Yield*:0.12%

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
VIAB4.22-0.37
HCA3.168.78
LAZ3.037.26
TRW2.9212.27
ABB2.84-1.84

Fund Basics

Morningstar Overall Rating:
Total Assets:48.22M
Category:Large Growth
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:4.06%
5y Avg Return:19.11%
Rank in Category (ytd):2
% Rank in Category (ytd):0.11%
Beta (3y):1.34
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation. The fund invests in companies that the Sub-Adviser believes are experiencing or will experience earnings growth. It generally invests primarily in a diversified portfolio of publicly traded stocks of U.S. companies irrespective of market capitalization size. The fund may invest up to 50% of its total assets in the securities of foreign issuers, including American Depositary Receipts ("ADRs"). It will not invest more than 35% of its total assets in debt securities such as government or corporate bonds. View More
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