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Dec 16: 9.92  Up 0.02 (0.20%)  

Symons Value Institutional (SAVIX)

SYMONS VALUE INSTITUTIONAL FUND

Net Asset Value:9.92
Trade Time:Dec 16
Change:Up 0.02 (0.20%)
Prev Close:9.92
YTD Return*:16.69%
Net Assets*:34.05M
Yield*:0.85%

* As of 30-Nov-09

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  • No Headlines available for SAVIX at this time.

Reports

  • No Reports available for SAVIX at this time.

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:34.05M
Category:Mid-Cap Value
Total Expense Ratio:%

Performance & Risk

YTD Return:16.69%
5y Avg Return:N/A
Rank in Category (ytd):411
% Rank in Category (ytd):97.86%
Beta (3y):
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of companies with market capitalizations above approximately $800 million that are trading at attractive prices, and that appear to have limited downside price risk over the long-term. View More

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