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The MP 63 (DRIPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.72+0.02 (+0.10%)
At close: 8:00PM EDT

The MP 63

MP63 Fund Inc555 Theodore Fremd Ave, Ste B-103Rye, NY 10580
Management Information
Vita Nelson,Lead Manager since February 28, 1999
Nelson's first job in the financial industry was as a bond trader at Granger & Co. in New York, where she made a market in municipal bonds. In addition to her advisory responsibilities, she is the chief executive officer of the Moneypaper, Inc., and the editor and publisher of three well-respected financial publications. Nelson has, among her achievements, popularized the use of direct investment plans (DRIPs).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyMP 63
Net Assets61.91M
YTD Return5.24%
Morningstar Rating★★★★
Inception DateFeb 28, 1999

Fund Operations

Last Dividend0.38
Last Cap Gain0.00
Holdings Turnover3.95%
Average for CategoryN/A

Fees & Expenses

ExpenseDRIPXCategory Average
Annual Report Expense Ratio (net)0.77%1.00%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.89%
3 Yr Expense Projection255N/A
5 Yr Expense Projection444N/A
10 Yr Expense Projection990N/A