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Excel EM Blue Chip Balanced F

EXL614
5.78
-0.01
-0.11%
2017-10-17
5 Years
  • Previous Close

    5.79

  • Net Assets

    10.01M

  • Yield

    4.22%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    High

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Excel Funds Management Inc

Fund Style

Open

Fund Manager

Greg Placidi

Investment Style

Large Growth

Balancing a blend of global and emerging market companies with a higher yielding diversified portfolio of emerging market bonds.

Purchase Information

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

Inception

2013-10-15

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