Navellier Mid Cap Growth I
Navellier Performance Funds 1 East Liberty, Third Floor Reno, NV 89501
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Phone: 800-887-8671
| Category: | Mid-Cap Growth | | Fund Family: | Navellier | | Net Assets: | 32.48M | | Year-to-Date Return: | -15.67% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Feb-00 |
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Louis G. Navellier
Lead Manager since
26-Nov-96 | | | Mr. Navellier is the chairman and CEO of Navellier & Associates, Inc.. He has an aggressive investment style suitable only for investors willing to accept a little more risk and who can hold stocks long-term. Navellier developed a computer model based on an existing proven model, which identifies attractive stocks to meet the goals of the Portfolio. Mr. Navellier has been active in the quantitative management of stock portfolios for over ten years. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund typically invests at least 80% of assets in companies with market capitalizations between $2 billion and $10 billion. It may invest up to 15% of assets in foreign securities traded on the United States market. |
| Last Dividend
(29-Dec-06):
| 0.19 | | Last Cap Gain
(15-Dec-00):
| 0.43 | | Annual Holdings Turnover
| 104.00% | | Average for Category:
| 117.29% |
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| Expense | NRFCX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$451 | $696 | | 5 Yr Expense Projection*: |
$779 | $1,084 | | 10 Yr Expense Projection*: |
$1,709 | $2,130 |
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0.29% Nasdaq 
0.14%
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