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Excel Blue Chip F

EXL612
7.30
+0.11
+1.60%
2017-10-20
5 Years
  • Previous Close

    7.19

  • Net Assets

    3.41M

  • Yield

    3.28%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Excel Funds Management Inc

Fund Style

Open

Fund Manager

Greg Placidi

Investment Style

Large Growth

The investment objective of the Excel Blue Chip Equity Fund is to invest in equity and debt securities of companies located around the world which derive a portion of their revenues through activities in emerging markets.

Purchase Information

Initial Purchase 250
Initial Purchase: IRA 250
Initial Purchase: AIP 35

Inception

2011-10-20

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