Jordan Opportunity (JORDX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||19.11%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.11%|
|Morningstar Risk Rating:||5|
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