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CONWX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

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

The investment seeks total return, from both appreciation of value and generation of current income, within the context of preservation of capital... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

CONWX

Net Assets

39.9M

Fund Existence

over 37 years

Turnover

30.00

Total Expense Ratio

1.62

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

1.62

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

Fund Share Class Net Assets

39.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

57.00

Number of Net Holdings

65.00

Number of Short Holdings

8.00

Prospectus Acquired Expense Ratio

0.11

Weighting Top Ten Holdings

39.99%

Gain YTD

2.251

Annual Yield % from dividends

1.44

Returns for 1 year

1.16

Returns for 3 years

-2.53

Returns for 5 years

28.00

Returns for 10 years

24.05

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details