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STYLUS U.S. Blended Equity

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20.84
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-
2017-09-29
5 Years
  • Previous Close

    20.84

  • Net Assets

    149.92M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    US Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Stylus Asset Management Inc

Fund Style

Open

Fund Manager

Richard Przybylski

Investment Style

Medium Growth

The investment objective of the U.S. Equity Fund is to earn pre-tax total returns of 9% per annum averaged over a 5-year period. The U.S. Blended Equity Fund is a portfolio that combines two distinct equity styles: value and growth. The value component of the portfolio owns a select group of larger cap profitable companies with good value and low financial leverage. The growth component of the portfolio owns a select group of smaller cap companies that demonstrate superior earnings and price momentum. This Fund invests primarily in U.S. equities.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 100,000

Inception

2011-07-01

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