Manor Growth 15 Chester Commons Malvern PA 19355 Map
Phone: 800-787-3334
| Category: | Large Growth | | Fund Family: | Manor Investment Funds | | Net Assets: | 2.96M | | Year-to-Date Return: | -37.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-99 |
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Daniel Anthony Morris
Lead Manager since
30-Jun-99 | | | Morris is a director, president and a portfolio manager with Morris Capital Advisors. He founded the company in 1994. Prior, he was senior vice president with Consistent Asset Management from January 1987 through December 1994. He started his career in June of 1979 with Wilmington Trust Company. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long term capital appreciation. The fund primarily invests in the common stock of large corporations with an average market capitalization of approximately $7.5 billion, or more. It generally invests in companies that have strong growth in earnings or revenues, the potential to maintain above average growth, and a reasonable valuation relative to the growth potential. The fund may holds individual investments for three to five years. |
| Last Dividend
| N/A | | Last Cap Gain
(31-Dec-07):
| 0.36 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 97.51% |
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| Expense | MNRGX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$488 | $615 | | 5 Yr Expense Projection*: |
$843 | $944 | | 10 Yr Expense Projection*: |
$1,628 | $1,866 |
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