New Century Opportunistic
40 William St Suite 100 Wellesley MA 02481-3902
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Phone: 888-264-8578
| Category: | Large Growth | | Fund Family: | New Century Portfolios | | Net Assets: | 14.83M | | Year-to-Date Return: | -11.26% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-00 |
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Wayne Grzecki
Lead Manager since
01-Nov-00 | | | Grzecki is a portfolio manager and President of New Century Portfolios, and has been with the Advisor since 1986. He has managed the New Century Capital and Balanced portfolios since 1995, and the New Century Aggressive and International portfolios since their inception in November 2000. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital growth. The fund invests primarily in shares of registered investment companies that emphasize investments in equities or other securities that are selected by those investment companies. It may invest in companies that focus on capital appreciation, aggressive growth, growth, growth and income, equity income, small-capitalization, medium-capitalization and foreign equities. The fund may also invest in an investment company seeking appreciation by investment in a portfolio of debt securities, including high-yield, lower rated debt securities. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 98.32% |
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| Expense | NCAPX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.35% | | Max 12b1 Fee: | 0.22%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$763 | $622 | | 5 Yr Expense Projection*: |
$1,331 | $957 | | 10 Yr Expense Projection*: |
$2,877 | $1,889 |
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1.49% Nasdaq 
0.27%
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