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CONWX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Concorde Wealth Management (CONWX) Ownership - Who owns Concorde Wealth Management?

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

Profile

Category
Moderate Allocation
Address
Concorde Funds Inc1000 Three Lincoln Centre,5430 Lbj Freeway Lb3Dallas
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
500.00
Fund Existence
almost 37 years
Turnover
28.00
Front Load
N/A
Net Assets
41875852.00
Manager Tenure
N/A

Fundamentals

CONWX
Net Assets
41.9M
Fund Existence
almost 37 years
Turnover
28.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
13.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
41.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
57.00
Number of Net Holdings
N/A
Number of Short Holdings
9.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
16.918
Annual Yield % from dividends
2.04
Returns for 1 year
19.59
Returns for 3 years
4.60
Returns for 5 years
33.85
Returns for 10 years
27.13
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Concorde Funds Inc1000 Three Lincoln Centre,5430 Lbj Freeway Lb3Dallas
Phone
N/A
Web
N/A