Symons Alpha Value Institutional
c/o Unified Fund Services, Inc. P.O. Box 6110
Map
Phone: 877-679-6667
| Category: | Mid-Cap Value | | Fund Family: | Symons | | Net Assets: | 5.31M | | Year-to-Date Return: | -16.78% | | Yield: | 0.66% | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Dec-06 |
|
Colin E. Symons
Lead Manager since
22-Dec-06 | | | Symons is a chief investment officer and portfolio manager of Symons Capital Management, Inc. He oversees and is responsible for the companys independent equity research. Symons joined the company in 1997 after working as a software developer in Washington and New York, concentrating on financial services applications for entities such as Chase Manhattan Bank and the IRS. He holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $250 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of companies with market capitalizations above approximately $800 million that are trading at attractive prices, and that appear to have limited downside price risk over the long-term. It may invest in real estate investment trusts ('REITs'') that both trade like common stocks and invest directly in real estate. The fund may invest in foreign securities through American Depositary Receipts and Global Depositary Receipts without limit. It may use options for any lawful purpose consistent with its investment objective such as hedging or managing risk. |
| Last Dividend
(17-Dec-07):
| 0.06 | | Last Cap Gain
(17-Dec-07):
| 0.20 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 82.28% |
|
| Expense | SAVIX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.37% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,349 | $635 | | 5 Yr Expense Projection*: |
$3,568 | $955 | | 10 Yr Expense Projection*: |
$10,162 | $1,917 |
|
|
2.63% Nasdaq 0.00%
Profile
