Prasad Growth 1301 East Ocean Blvd Unit 1401 Long Beach CA 90802 Map
Phone: 877-772-7231
| Category: | World Stock | | Fund Family: | Prasad Series Trust | | Net Assets: | 660.00K | | Year-to-Date Return: | -12.73% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Nov-98 |
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Rajendra Prasad, M.D.
Lead Manager since
23-Nov-98 | | | Prasad is a physician in private practice. He personally was registered as an investment advisor under the Investment Advisors Act of 1940 from 1992 until 1998 and has managed accounts of individual investors since 1996. From 1993 to 1999 he published a monthly newsletter, The Mutual Fund Leader, which sought to guide investor in selecting mutual funds. |
| 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 capital appreciation. The fund invests at least 65% of total assets in equity securities. Under certain market conditions the fund may invest up to 100% of assets in money market mutual funds, high-quality short-term debt securities and money market instruments. The fund is not restricted with regard to portfolio turnover. A high rate of portfolio turnover in any year will increase brokerage commissions paid by the fund. The fund is non-diversified. |
| Last Dividend
| N/A | | Last Cap Gain
(31-May-00):
| 4.47 | | Annual Holdings Turnover
| 1488.00% | | Average for Category:
| 61.53% |
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| Expense | PRGRX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.56% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$474 | $695 | | 5 Yr Expense Projection*: |
$818 | $1,090 | | 10 Yr Expense Projection*: |
$1,791 | $2,150 |
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