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Adaptive Allocation (AAXCX)

On Feb 10: 9.03 USD  Up 0.12 (1.35%)  
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 ADAPTIVE ALLOCATION FUND Delayed quote dataEdit
Net Asset Value:9.03
Trade Time:Feb 10
Change:Up 0.12 (1.35%)
Prev Close:8.91
YTD Return*:14.11%
Net Assets*:19.70M
Yield*:0.40%
* As of 30-Nov-09
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 HEADLINES 
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 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:19.70M
Category:Mid-Cap Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:14.11%
5y Avg Return:N/A
Rank in Category (ytd):785
% Rank in Category (ytd):94.92%
Beta (3y):0.57
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks growth and risk-adjusted total return. The fund primarily invests in open-end and closed-end investment companied and unit investment trusts and equity and debt securities including American Depositary Receipts. It may invest in ETF. The fund invests in equity securities include, but are not limited to, common and preferred stock of all capitalization levels, convertible securities, warrants, and ADRs.
Fund Profile


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