CIAOX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Capital Advisors Growth Investor (CIAOX) Ownership - Who owns Capital Advisors Growth Investor?

The investment seeks long-term capital growth... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CIAOX

Net Assets

135M

Fund Existence

over 25 years

Turnover

18.81

Total Expense Ratio

1.01

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.02

Assets in Top Ten Holdings

59.2M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

135M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

38.00

Number of Net Holdings

38.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

52.25%

Gain YTD

-2.678

Annual Yield % from dividends

0.78

Returns for 1 year

0.98

Returns for 3 years

34.27

Returns for 5 years

53.40

Returns for 10 years

78.14

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Category LargeBlend

Profile

Fundamentals

Details