Security Alpha Opportunity B
Security Investors, LLC One Security Benefit Place Topeka KS 66636-0001
Map
Phone: 800-888-2461
| Category: | Long-Short | | Fund Family: | Security Funds | | Net Assets: | 4.06M | | Year-to-Date Return: | -31.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jul-03 |
|
Steven M. Bowser
Lead Manager since
07-Jul-03 | | | Bowser is vice president and senior portfolio manager with Security Management Co. and Security Benefit Life Insurance Co. Previously, he was assistant vice president and portfolio manager with Federal Home Loan Bank of Topeka from 1989 to 1992. Prior to that, he was with the Federal Reserve Bank of Kansas City in 1988 and from 1982 to 1987, he began his career with the Farm Credit System as senior financial analyst and assistant controller. Bowser holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term growth of capital. The fund normally invests approximately 50% of total assets according to a long/short strategy and 50% of total assets in a portfolio of equity securities, equity derivatives, and fixed-income securities that is intended to closely track the performance of the S&P 500 Composite Stock Price index. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 2.73 | | Annual Holdings Turnover
| 1697.00% | | Average for Category:
| 306.03% |
|
| Expense | SAOBX | Category
Avg | | Total Expense Ratio: | 3.39%
| 2.19% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.49% | | Max Deferred Sales Load: | 5.00%
| 2.14% | | 3 Yr Expense Projection*: |
$1,138 | $961 | | 5 Yr Expense Projection*: |
$1,630 | $1,671 | | 10 Yr Expense Projection*: |
$2,851 | $3,337 |
|
|
2.63% Nasdaq 0.00%
Profile
