Armstrong Associates
750 N St Paul Ste 1300 Dallas TX 75201
Map
Phone: 214-720-9101
| Category: | Large Growth | | Fund Family: | Armstrong Associates | | Net Assets: | 16.59M | | Year-to-Date Return: | -5.42% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Jun-68 |
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C.K. Lawson
Lead Manager since
31-Dec-71 | | | Lawson is the president of Portfolios Inc., where he has been employed since 1972. Lawson earned the Chartered Financial Analyst designation in 1967. He serves on the board of directors of the 100% No-Load Fund Association. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital growth. The fund normally invests in common stocks which offer strong long-term growth potential and that are judged to be attractively valued relative to the market and to their prospects. Portfolio emphasis is on companies offering favorable long-term investment opportunities. For investment flexibility, the fund's portfolio can include investments in companies with market capitalization ranging from under $1 billion in market value to over $10 billion. |
| Last Dividend
(5-Dec-07):
| 0.07 | | Last Cap Gain
(5-Dec-07):
| 0.86 | | Annual Holdings Turnover
| 4.00% | | Average for Category:
| 98.99% |
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| Expense | ARMSX | Category
Avg | | Total Expense Ratio: | 1.17%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$129 | $623 | | 5 Yr Expense Projection*: |
$142 | $956 | | 10 Yr Expense Projection*: |
$1,472 | $1,887 |
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0.79% Nasdaq 0.00%
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