Boyar Value
590 Madison Ave New York NY 10022
Map
Phone: 800-266-5566
| Category: | Large Blend | | Fund Family: | Boyar Value Fund | | Net Assets: | 15.49M | | Year-to-Date Return: | -33.18% | | Yield: | 1.19% | | Morningstar Rating: |  | | Fund Inception Date: | 05-May-98 |
|
Mark A. Boyar
Lead Manager since
05-May-98 | | | Boyar is the president and chief investment officer with Mark Boyar & Company, Inc. He has been the president of the firm since 1983. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests primarily in equity securities that are believed by the adviser to be intrinsically undervalued. It has no policy regarding the minimum or maximum market capitalization of companies in which it may invest. |
| Last Dividend
(28-Dec-07):
| 0.13 | | Last Cap Gain
(28-Dec-07):
| 0.94 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 71.85% |
|
| Expense | BOYAX | Category
Avg | | Total Expense Ratio: | 1.75%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,069 | $572 | | 5 Yr Expense Projection*: |
$1,492 | $876 | | 10 Yr Expense Projection*: |
$2,666 | $2,504 |
|
|
1.83% Nasdaq 0.00%
0.05 (0.58%) 
Profile
