SCORX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Sextant Core (SCORX) Ownership - Who owns Sextant Core?

The investment seeks long-term appreciation and capital preservation... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

SCORX

Net Assets

26M

Fund Existence

almost 18 years

Turnover

17.00

Total Expense Ratio

0.81

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.81

Assets in Top Ten Holdings

8.08M

Average Credit Quality

Average Effective Duration

6.38

Average Effective Maturity

12.30

Fund of Funds

Fund Share Class Net Assets

26M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

7.18

No Load Fund

Yes

Number of Long Holdings

84.00

Number of Net Holdings

84.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.17%

Gain YTD

-0.241

Annual Yield % from dividends

1.82

Returns for 1 year

5.02

Returns for 3 years

14.18

Returns for 5 years

45.42

Returns for 10 years

44.87

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details