To achieve long term capital growth.
Name | % Net Assets |
---|---|
ExxonMobil Corporation | 4.0% |
International Business Machines ... | 2.6% |
J.P. Morgan Chase & Co. | 2.6% |
Microsoft Corporation | 2.5% |
Johnson & Johnson | 2.4% |
JOHNSON & JOHNSON | 2.2% |
JPMORGAN CHASE & CO | 2.1% |
PFIZER INC | 2.1% |
PROCTER & GAMBLE CO | 1.9% |
VERIZON COMMUNICATIONS INC | 1.8% |
Key | % Net Assets |
---|---|
ExxonMobil Corporation | 4.0% |
International Business Machines ... | 2.6% |
J.P. Morgan Chase & Co. | 2.6% |
Microsoft Corporation | 2.5% |
Other | 88.3% |
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 | 10/09/1985 |
---|---|
Fund Manager | Richard Brody |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 4.75% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.01 |
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