Kelmoore Strategy A
2465 East Bayshore Road, Suite 300 Palo Alto, CA 94303
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Phone: 877-328-9456
| Category: | Large Blend | | Fund Family: | Kelmoore | | Net Assets: | 18.84M | | Year-to-Date Return: | -13.99% | | Yield: | 9.12% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Oct-99 |
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Ralph Kelmon
Lead Manager since
11-Apr-08 | | | Kelmon is the Kelmoores portfolio manager. Kelmon is an industry expert in options trading and has participated extensively in training other brokers, as well as giving expert testimony in court cases involving options. He has been affiliated with national brokerage houses including Smith Barney, Harris Upham, E.F. Hutton and Prudential Securities. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize realized gains. The fund primarily invests in common stocks of large companies with market capitalizations of more than $10 billion. It may continually sell or write the related covered call options against all the shares of stock it owns. The fund consists primarily of large-cap leaders in Financial Services, Consumer Goods, Manufacturing, Natural Resources and Technology. It is nondiversified |
| Last Dividend
(25-Apr-08):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 193.00% | | Average for Category:
| 71.12% |
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| Expense | KSAIX | Category
Avg | | Total Expense Ratio: | 2.14%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,211 | $576 | | 5 Yr Expense Projection*: |
$1,681 | $875 | | 10 Yr Expense Projection*: |
$2,975 | $1,735 |
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