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Roosevelt Multi-Cap

BULLX
14.10
-0.02
-0.14%
8/26/2016
5 Years
  • Previous Close

    14.12

  • Net Assets

    23.97M

  • Yield

    0.33%

  • Front load

    None

  • Expenses

    1.17%

  • Category

    Large Growth

  • Morningstar Risk

    Low

  • Morningstar Rating
Profile

Name of Issuer

Roosevelt

Fund Style

Open

Fund Manager

Nainesh Shah

Investment Style

Large Growth

The investment seeks long term capital appreciation. The fund invests primarily in common stocks (growth or value stocks or both) of U.S. companies of any size that the adviser believes have favorable investment potential. It may also invest in common stock equivalents (such as warrants and rights), shares of open- and closed-end mutual funds and exchange-traded funds ("ETFs") that invest primarily in equity securities, and equity real estate investment trusts. While the fund primarily invests in U.S. securities, it may invest in foreign securities, some of which may be located in emerging market countries.

Purchase Information

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

Inception

12/21/2001

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