The MP 63
555 Theodore Fremd Ave, Ste B-103 Rye NY 10580
Map
Phone: 877-676-3386
| Category: | Large Blend | | Fund Family: | The MP 63 | | Net Assets: | 39.50M | | Year-to-Date Return: | -9.06% | | Yield: | 1.50% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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David Fish
Lead Manager since
01-Mar-99 | | | Fish is the executive editor of the Moneypaper, Inc. and the Moneypapers guide to Direct Investment Plans. Prior to joining the Moneypaper, Inc. in 1996, he had been a senior accountant with Thom McAn Shoe Company since 1974. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of total assets in common stock of companies that make up the Moneypaper 63 Stock index, typically large-capitalization stocks, with an emphasis on quality and diversity. The Moneypaper 63 Stock Index is diversified across industries and is composed of companies that offer direct investment plans regardless of the relative size of the companies. |
| Last Dividend
(28-Dec-07):
| 0.19 | | Last Cap Gain
(28-Dec-07):
| 0.74 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 71.12% |
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| Expense | DRIPX | Category
Avg | | Total Expense Ratio: | 0.88%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$281 | $576 | | 5 Yr Expense Projection*: |
$488 | $875 | | 10 Yr Expense Projection*: |
$1,084 | $1,735 |
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1.47% Nasdaq 
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