Croft Income
Canton House 300 Waters St Baltimore MD 21202
Map
Phone: 800-551-0990
| Category: | Long-Term Bond | | Fund Family: | Croft | | Net Assets: | 10.00M | | Year-to-Date Return: | -2.65% | | Yield: | 4.96% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-95 |
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Kent Croft
Lead Manager since
03-May-95 | | | Croft, president of the manager. From 1985 through May 1988, he was employed as a manager in the equity department at Salomon Brothers, Inc., New York. From 1988 to1989, Croft was vice president, Real Estate Investments for Bryans Road Corp. In 1989, he founded Croft-Leominster, Inc with L. Gordon Croft. He is a former board member for the Baltimore Securities Analysts Society and is a member of the Association of Investment Management and Research. Lastly, he is NASD and NYSE registered. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $200 | | Min Subsequent Investment, IRA: | $200 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income consistent with moderate risk of principal. The fund invests primarily in corporate bonds and other fixed-income securities that are considered investment-grade or better of any maturity. It may, from time to time, take temporary defensive positions in attempting to respond to adverse market, economic, political, or other conditions. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 145.64% |
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| Expense | CLINX | Category
Avg | | Total Expense Ratio: | 1.10%
| 0.87% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.25% | | Max Deferred Sales Load: | 0.00%
| 2.06% | | 3 Yr Expense Projection*: |
$375 | $424 | | 5 Yr Expense Projection*: |
$649 | $729 | | 10 Yr Expense Projection*: |
$1,432 | $1,541 |
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11.08% Nasdaq 
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