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Purpose Monthly Income D

PFC203
17.92
+0.02
+0.09%
2017-10-16
5 Years
  • Previous Close

    17.90

  • Net Assets

    35.34K

  • Yield

    4.70%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating
Profile

Name of Issuer

Purpose Investments Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Large Value

The Purpose Monthly Income Fund seeks to (i) maximize total return, consisting of dividend income and capital appreciation by tactically investing in a broad range of asset classes which may include equity, fixed income and inflation sensitive securities and cash; and (ii) to provide shareholders with stable monthly cash distributions.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

2014-05-09

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