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CAN SLIM Tactical Growth Fund (CANGX)

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14.09-0.03 (-0.21%)
At close: 6:45PM EST

CAN SLIM Tactical Growth Fund

Professionally Managed Port (NCAM)

615 E. Michigan St. 3rd Floor

Milwaukee, WI 53202

Management Information
Daniel J. Kraninger,Lead Manager since May 19, 2008
Dan Kraninger became President & CEO of NorthCoast Asset Management in 2004. Previously, Mr. Kraninger was Senior Vice President of GE Private Asset Management (GEPAM) a $2.5 billion money management subsidiary of GE Capital. His responsibility at GEPAM was directing their Private Client Group – a team that advised and managed money for over 1,500 high-net worth clients. Prior to GE, he served as President of O’Shaughnessy Capital Management (OCM), a $1 billion Greenwich investment adviser and mutual fund manager that he helped establish in 1996 with founder, Jim O’Shaughnessy. OCM later sold its assets to Netfolio, LLC in January, 2000. Before OCM, Mr. Kraninger worked at Merrill Lynch as a member of the 1994 JET Program and he is a graduate of Villanova University in Philadelphia.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--70% to 85% Equity
Fund FamilyNorthCoast
Net Assets31.17M
YTD Return-5.22%
Morningstar Rating★★
Inception DateSep. 25, 2005

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover133.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCANGXCategory Average
Annual Report Expense Ratio (net)1.43%0.73%
Prospectus Net Expense Ratio1.43%N/A
Prospectus Gross Expense Ratio1.95%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.09%
Max Deferred Sales LoadN/A1.39%
3 Yr Expense Projection550N/A
5 Yr Expense Projection983N/A
10 Yr Expense Projection2,191N/A