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Gator Series Trust - Gator Financial Fund (GFFIX)

10.70 0.00 (0.00%)
At close: January 13 at 6:45 PM EST

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
50
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
20
Min Subsequent Investment, AIP
5

Broker Availability

  • Mid Atlantic Capital Corp
  • Vanguard
  • DailyAccess Corporation RTC
  • Scottrade TF
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Jiangsu Akcome Science & Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets in securities of companies "principally engaged" in the business of providing financial services. The advisor considers an issuer to be "principally engaged" in the business of providing financial services if at least 50% of itsassets, gross income, or net profits are committed to, or derived from, financial services activities.

Fund Overview

Category Financial
Fund Family Gator
Net Assets 3.21M
YTD Return -30.30%
Yield 0.76%
Morningstar Rating
Inception Date Apr 24, 2013

Performance & Risk

YTD Return 15.85%
5y Average Return -0.18%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.63
Morningstar Risk Rating

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