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Tocqueville Opportunity

TOPPX
24.33
-0.17
-0.69%
6/26/2017
5 Years
  • Previous Close

    24.50

  • Net Assets

    77.64M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.38%

  • 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 above-average 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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