WSACX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Wellington Shields All-Cap Instl (WSACX) Ownership - Who owns Wellington Shields All-Cap Instl?

The investment seeks capital appreciation... Show more

Category: #Large Growth

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WSACX

Net Assets

50.4M

Fund Existence

about 30 years

Turnover

45.77

Total Expense Ratio

1.38

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.38

Assets in Top Ten Holdings

16.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

50.4M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

48.00

Number of Net Holdings

48.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.05

Weighting Top Ten Holdings

35.20%

Gain YTD

-14.980

Annual Yield % from dividends

0.07

Returns for 1 year

-9.72

Returns for 3 years

-13.87

Returns for 5 years

23.50

Returns for 10 years

0.87

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General Information

Category LargeGrowth

Profile

Fundamentals

Details