Marvin & Palmer Large Cap Growth
400 BELLEVUE PKWY STE 100
Map
Phone: 877-821-2117
| Category: | Large Growth | | Fund Family: | Marvin and Palmer | | Net Assets: | 28.78M | | Year-to-Date Return: | -20.53% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Jun-07 |
|
David F. Marvin
Lead Manager since
01-Mar-07 | | | Marvin is chairman of Marvin & Palmer Associates, the company he cofounded in 1986. Previously, he spent 11 years as a vice president and portfolio manager with DuPont Corporation, and seven years as a portfolio manager with Investors Diversified Services. Marvin also served as a securities analyst with Chicago Title & Trust. Marvin holds the Chartered Financial Analyst designation and a member of the Financial Analysts Federation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $100,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in large cap growth equity securities that the adviser believes offer the prospect of long-term capital appreciation. The adviser generally intends to purchase securities of issuers with a market capitalization of $5 billion or more at the time of investment. The fund may invest in securities of foreign issuers that are traded or denominated in U.S. dollars through American Depositary Receipts listed on a national securities exchange or traded in the over-the-counter market. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 98.32% |
|
| Expense | MPAUX | Category
Avg | | Total Expense Ratio: | 0.80%
| 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*: |
$909 | $622 | | 5 Yr Expense Projection*: |
$N/A | $957 | | 10 Yr Expense Projection*: |
$N/A | $1,889 |
|
|
1.49% Nasdaq 
0.27%
Profile
