Lifetime Achievement
15858 West Dodge Road Suite 310 Omaha NE 68118
Map
Phone: 888-339-4230
| Category: | Mid-Cap Blend | | Fund Family: | Lifetime Achievement Fund Inc | | Net Assets: | 164.31M | | Year-to-Date Return: | -14.39% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jul-00 |
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Roland R Manarin
Lead Manager since
05-Jul-00 | | | Manarin is founder-president of Manarin Investment Counsel, Ltd. and Manarin Securities Corporation. He is a former associate vice president of investments for a major New York brokerage firm and has been a registered investment adviser representative since 1983. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $500 |
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| The investment seeks long-term capital appreciation and growth of investment. The fund is a fund of fund that invests primarily in common shares of other open-end and closed-end investment companies. It may invest in foreign companies. The fund may also invest in individual fixed income bonds issued by the U.S. Government, agencies or instrumentalities, or funds investing in the abovementioned. It may also invest not more than 30% of assets directly in common stocks. The fund is nondiversified. |
| Last Dividend
(21-Dec-01):
| 0.00 | | Last Cap Gain
(28-Dec-07):
| 1.70 | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 90.83% |
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| Expense | LFTAX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 2.50%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,604 | $605 | | 5 Yr Expense Projection*: |
$2,674 | $957 | | 10 Yr Expense Projection*: |
$5,347 | $1,895 |
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1.49% Nasdaq 
0.27%
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