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Global IPO

IPOSX
14.60
+0.01
+0.07%
7/28/2016
5 Years
  • Previous Close

    14.59

  • Net Assets

    6.86M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    2.49%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    Above Average

  • Morningstar Rating
Profile

Name of Issuer

Renaissance Capital

Fund Style

Open

Fund Manager

Linda Killian

Investment Style

Medium Growth

The investment seeks capital appreciation. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of the common stocks, American Depositary Receipts ("ADRs"), real estate investment trusts ("REITS") and master limited partnerships ("MLPs ") (together "securities "), without regard to their market capitalization, of newly listed initial public offerings of domestic and foreign companies ("IPOs") that trade on a U.S. exchange.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 2,500
Initial Purchase: AIP 1,000

Inception

12/19/1997

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