To provide long term capital appreciation.
Name | % Net Assets |
---|---|
WAL-MART STORES INC | 2.3% |
EXXON MOBIL CORP | 2.2% |
AT&T INC | 2.1% |
JPMORGAN CHASE & CO | 1.8% |
MICROSOFT CORP | 1.7% |
PROCTER & GAMBLE CO | 1.4% |
MONSANTO CO | 1.4% |
ARCHER-DANIELS-MIDLAND CO | 1.3% |
CISCO SYSTEMS INC | 1.3% |
WELLS FARGO & CO | 1.3% |
Key | % Net Assets |
---|---|
WAL-MART STORES INC | 2.3% |
EXXON MOBIL CORP | 2.2% |
AT&T INC | 2.1% |
JPMORGAN CHASE & CO | 1.8% |
Other | 91.6% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 11/01/2000 |
---|---|
Fund Manager | Robert Morris |
TER | - |
Minimum Investment | |
---|---|
Initial | 500000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.03 |
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