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S&P 500 Capital Appreciation A (SSPAX)

On Jan 1: 8.36 USD   0.00 (0.00%)  
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 S&P 500 CAPITAL APPRECIATION FU Delayed quote dataEdit
Net Asset Value:8.36
Trade Time:Jan 1
Change: 0.00 (0.00%)
Prev Close:8.36
YTD Return*:14.81%
Net Assets*:500.00K
Yield*:N/A
* As of 30-Nov-09
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 HEADLINES 
Avoid This Principal-Protection Fund
at Kiplinger.com (Thu, Mar 12)
More Headlines for SSPAX...

 FUND BASICS30-Nov-09
Morningstar Overall Rating:N/A
Total Assets:500.00K
Category:Large Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:14.81%
5y Avg Return:N/A
Rank in Category (ytd):1960
% Rank in Category (ytd):96.98%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation. It also seeks to preserve initial invested capital and provide a positive total return. The fund primarily invests in stocks included in the S&P 500 index or derivatives (such as futures contracts, options contracts or swap agreements) that are based on the S&P 500 index or its components during the covered period. At least 80% of the fund?s portfolio consists of these investments. It may use derivatives that are based on the S&P 500 index as a substitute for buying and selling securities and as a cash flow management technique.
Fund Profile


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