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CONWX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

Category: @Moderate Allocation

#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

N/A

Manager Tenure

N/A

Fundamentals

CONWX

Net Assets

N/A

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

41.7M

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

16.570

Annual Yield % from dividends

2.04

Returns for 1 year

21.06

Returns for 3 years

3.41

Returns for 5 years

34.04

Returns for 10 years

29.36

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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