New Century Alternative Strategies
40 William St Suite 100 Wellesley MA 02481-3902
Phone: 888-639-0102
| Category: |
Moderate Allocation |
| Fund Family: |
New Century Portfolios |
| Net Assets: |
124.71M |
| Year-to-Date Return: |
6.83% |
| Yield: |
2.71% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-May-02 |
|
Ronald A. Sugameli
Lead Manager since
01-Mar-05 |
|
| Sugameli is a portfolio manager and Vice President of New Century Portfolios, and has been with the Advisor since 1984. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$500 |
| Min Initial Investment, AIP: |
$500 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term capital appreciation, with a secondary objective to earn income. The Fund invests primarily in shares of registered investment companies that emphasize alternative strategies and which have low correlation to the securities in the S&P 500 Index. It may invest in the funds that invest: in equities, fixed income securities or in a composite of such securities. The Fund uses a flexible approach to selecting investments and is not limited by an underlying fund's investment style, its market capitalization, or any specific average weighted maturity range. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
8.00% |
| Average for Category:
|
68.16% |
|
| Expense |
NCHPX |
Category
Avg |
| Total Expense Ratio: |
1.08%
|
1.11% |
| Max 12b1 Fee: |
0.11%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$733 |
$638 |
| 5 Yr Expense Projection*: |
$1,255 |
$954 |
| 10 Yr Expense Projection*: |
$2,686 |
$1,869 |
|
|
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