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Generation Wave Growth Investor (GWGFX)

8.32 Up 0.02(0.24%) May 20

Prev Close:8.32
YTD Return*:3.62%
Net Assets*:13.88M
Yield*:0.50%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
LO8.02-0.36
XOM6.683.99
APC5.947.41
BA5.743.19
DD5.367.87

Fund Basics

Morningstar Overall Rating:
Total Assets:13.88M
Category:Large Blend
Annual Report Expense Ratio (net):1.75%

Performance & Risk

YTD Return:3.62%
5y Avg Return:0.39%
Rank in Category (ytd):98
% Rank in Category (ytd):5.71%
Beta (3y):0.81
Morningstar Risk Rating:1

Fund Summary

The investment seeks capital appreciation over the long-term and a low level of current income. The fund invests primarily in equity securities of small, medium or large capitalization companies, both domestic and foreign, in different industry sectors. It may also invest in third-party investment companies. The fund may, to a more limited degree, also purchase fixed-income securities. It may engage in short sales and certain options strategies. It is non-diversified. View More
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