Kelmoore Strategy Eagle A
2465 East Bayshore Road, Suite 300 Palo Alto, CA 94303
Map
Phone: 877-328-9456
| Category: | Large Growth | | Fund Family: | Kelmoore | | Net Assets: | 19.65M | | Year-to-Date Return: | -13.18% | | Yield: | 10.78% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-00 |
|
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 |
|
| |
| The investment seeks to maximize realized gains. The fund primarily invests in common stocks of medium and large companies with market capitalizations in excess of $1 billion and strong financial fundamentals and generally to sell or "write" related covered call options against most if not substantially all the shares of own stock. It consists primarily of mid- and large-cap leaders in Technology, Communications, and Financial Services. The fund is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.14 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 191.00% | | Average for Category:
| 98.99% |
|
| Expense | KSEAX | Category
Avg | | Total Expense Ratio: | 2.11%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,195 | $623 | | 5 Yr Expense Projection*: |
$1,655 | $956 | | 10 Yr Expense Projection*: |
$2,925 | $1,887 |
|
|
0.11% Nasdaq 
0.36%
Profile
