DDDAX - 13D Activist A

Nasdaq - Nasdaq Delayed Price. Currency in USD
+0.11 (+0.54%)
At close: 8:00PM EDT
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Previous Close20.22
YTD Return11.62%
Expense Ratio (net)1.75%
CategoryMid-Cap Blend
Morningstar Rating★★★★
Morningstar Risk Rating★★★★
Last Cap Gain0.00
Net Assets299.8M
Beta (3y)1.09
Holdings Turnover119.00%
Last Dividend0.00
Inception DateDec 28, 2011
Average for CategoryN/A
  • Business Wire9 months ago

    13D Activist Fund Posts 19.57% Return for 2016 and a Five-Year Track Record Besting the S&P 500

    The 13D Activist Fund reached its five-year milestone at the end of 2016. The Fund posted a one-year return of 19.57%, net of fees and expenses, as of December 31, 2016 compared to 11.96% for the S&P 500, and a five-year average annual return of 15.27%, net of fees and expenses, compared to the S&P 500 average annual return of 14.79%.

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