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Tocqueville Opportunity

TOPPX
19.17
+0.06
+0.31%
5/27/2016
5 Years
  • Previous Close

    19.11

  • Net Assets

    108.65M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.31%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    High

  • Morningstar Rating ★★
Profile

Name of Issuer

Tocqueville

Fund Style

Open

Fund Manager

Thomas Vandeventer

Investment Style

Medium Growth

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of small and mid cap companies which have the potential to deliver superior long term earnings growth. The adviser defines small cap companies with a market capitalization of less than $3 billion and mid cap companies as companies with a market capitalization between $3 billion and $12 billion. In addition, the fund may invest in large cap companies. Market capitalization is measured at the time of initial purchase.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP NA

Inception

8/1/1994

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