You are using an older browser version. Please use a supported version for the best MSN experience.

Al Frank Inv

VALUX
19.34
-0.20
-1.02%
2/5/2016
5 Years
  • Previous Close

    19.54

  • Net Assets

    63.59M

  • Yield

    0.80%

  • Front load

    None

  • Expenses

    1.49%

  • Category

    Large Value

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Al Frank

Fund Style

Open

Fund Manager

John Buckingham

Investment Style

Large Value

The investment seeks long-term capital appreciation. Under normal market conditions, the Advisor selects equity securities that it believes are out of favor and undervalued. The Advisor then attempts to purchase the securities and hold them until it believes that the securities have reached their fair value. To earn additional income, the fund, through its agent, may lend its portfolio securities to broker-dealers amounting to no more than 33-1/3% of the total assets of the fund (including any collateral posted) or 50% of the total assets of the fund (excluding any collateral posted).

Purchase Information

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

Inception

1/2/1998

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon