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CONWX
Mutual Fund ticker: NASDAQ
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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

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
1.62
Min. Initial Investment
500.00
Fund Existence
over 37 years
Turnover
30.00
Front Load
N/A
Net Assets
40985410.00
Manager Tenure
N/A

Fundamentals

CONWX
Net Assets
41M
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
No
Fund Share Class Net Assets
41M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.80
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
57.00
Number of Net Holdings
66.00
Number of Short Holdings
9.00
Prospectus Acquired Expense Ratio
0.11
Weighting Top Ten Holdings
38.28%
Gain YTD
3.995
Annual Yield % from dividends
1.42
Returns for 1 year
2.49
Returns for 3 years
-3.18
Returns for 5 years
48.32
Returns for 10 years
26.25
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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