13D Activist I (DDDIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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13D Activist I
OMAHA NE 68130
17605 WRIGHT STREET
c/o Gemini Fund Services, LLC
1-877-413-3228
Management Information
,Lead Manager since December 27, 2011
Ken Squire, Managing Director of 13D Management LLC, founded 13D Management in 2010. Mr. Squire is also the founder and principal of 13D Monitor/Activist Database.com, a research firm specializing in reporting to subscribers on 13D filings and shareholder activism. Prior to founding 13D Monitor/Activist Database.com in 2006, Mr. Squire was a private equity investor as a principal of LSC Investors and Crown Capital Group, where he worked on various investments in public and private companies, starting in 1997. Previously, Mr. Squire was an associate in the Corporate and Securities Department at Weil, Gotshal & Manges, LLP in their New York law office from 1992 to 1997. Mr. Squire holds a B.S. with a concentration in finance from New York University's Stern School and a J.D. from New York University School of Law where he was an editor of Law Review.
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
CategoryMid-Cap Blend
Fund Family13D Activist Fund
Net Assets170.43M
YTD Return4.40%
Yield0.00%
Morningstar Rating★★
Inception DateDec 10, 2012
Fund Operations
Last Dividend0.64
Last Cap Gain10.00
Holdings Turnover91.00%
Average for CategoryN/A
Fees & Expenses
ExpenseDDDIXCategory Average
Annual Report Expense Ratio (net)2.51%0.94%
Prospectus Net Expense Ratio2.51%N/A
Prospectus Gross Expense Ratio2.51%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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