|Expense Ratio (net)||1.00%|
|Morningstar Risk Rating||★★★★★|
|Last Cap Gain||0.00|
|Inception Date||Jun 28, 2011|
|Average for Category||N/A|
Across size and style, actively managed funds underperformed their benchmarks, except for mid-cap growth funds. Last year, the small, little-known $62 million Tarkio (TARKX) blew other mid-cap growth funds out of the water. Russell Piazza, 61, who has managed the Tarkio fund since its June 2011 inception, takes a somewhat unconventional approach to investing.
Tarkio Fund , a Missoula, Montana based no-load equity mutual fund, was named “Category King” by The Wall Street Journal, with the #1 one-year-total return out of 430 Midcap Core mutual funds in the U.S.