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VOLMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Volumetric (VOLMX) Ownership - Who owns Volumetric?

The investment seeks capital growth; its secondary objective is downside protection... Show more

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

VOLMX

Net Assets

38.5M

Fund Existence

over 46 years

Turnover

46.00

Total Expense Ratio

1.90

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.90

Assets in Top Ten Holdings

11.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

38.8M

Fund Type

OpenEnd

Index Fund

Management Fee

1.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

57.00

Number of Net Holdings

57.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.45%

Gain YTD

1.762

Annual Yield % from dividends

0.00

Returns for 1 year

-1.82

Returns for 3 years

7.87

Returns for 5 years

9.98

Returns for 10 years

27.70

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General Information

Category LargeBlend

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Fundamentals

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