Nasdaq - Delayed Quote USD

Professionally Managed Portfolios - CAN SLIM Tactical Growth Fund (CANGX)

15.29 -0.00 (-0.00%)
At close: August 31 at 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
20
Min Initial Investment, AIP
2.5
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Protected Investors of America
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Td Ameritrade, Inc.
  • TD Ameritrade Institutional Services
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • LPL SAM Eligible - 6.18.2020
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Schwab Retail
  • Schwab Institutional NTF
  • Ameriprise Brokerage
  • Schwab RPS SDE
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • CommonWealth NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • JPMorgan INVEST
  • WFA MF Advisory Updated 6.1.21
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • Schwab RPS All
  • Ameritas NTFN
  • Firstrade
  • Scottrade NTF
  • TIAA-CREF Brokerage Services
  • Thrivent Advisory Eligible
  • Pershing FundVest NTF
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 6.1.21
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Investacorp NTF
  • Securities America Inc.
  • Vanguard Load
  • Jiangsu Akcome Science & Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation Schwab
  • DailyAccess Corporation MATC
  • LPL SWM - 6.18.2020
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in cash and securities listed on, or indicated by, the CAN SLIM® Select List subject to certain parameters. When fully invested, it will hold between 50 to 100 positions. The fund primarily invests in the common stocks of companies of any size market capitalization, ranging from larger, well-established companies to lesser-established, small- and micro-capitalization companies. It may also invest at any given time up to 25% of its net assets in foreign securities, which may include emerging market securities.

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family NorthCoast
Net Assets 15.51M
YTD Return 15.11%
Yield 0.07%
Morningstar Rating
Inception Date Sep 26, 2005

Performance & Risk

YTD Return 7.20%
5y Average Return 6.27%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.40
Morningstar Risk Rating

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