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USA Mutuals Barrier Investor

VICEX
30.91
+0.31
+1.01%
5/2/2016
5 Years
  • Previous Close

    30.60

  • Net Assets

    190.30M

  • Yield

    1.16%

  • Front load

    None

  • Expenses

    1.44%

  • Category

    Large Blend

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

USA Mutuals

Fund Style

Open

Fund Manager

Gerald Sullivan

Investment Style

Large Blend

The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies that derive a significant portion of their revenues from a group of industries that have significant barriers to entry including the alcoholic beverages, tobacco, gaming and defense/aerospace industries. It will concentrate at least 25% of its net assets in this group of barrier to entry industries (but no more than 80% of its net assets in any single industry).

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA 100
Initial Purchase: AIP 100

Inception

8/30/2002

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