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WSACX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Large Growth
Address
Capital Management Investment Trust630 Fitzwatertown Road, Building "a", 2nd FloorRocky Mount
Phone
888-626-3863
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
1.34
Min. Initial Investment
5000.00
Fund Existence
over 30 years
Turnover
45.77
Front Load
N/A
Net Assets
62134788.00
Manager Tenure
N/A

Fundamentals

WSACX
Net Assets
62.1M
Fund Existence
over 30 years
Turnover
45.77
Total Expense Ratio
1.34
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
1.34
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
No
Fund Share Class Net Assets
62.1M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
45.00
Number of Net Holdings
45.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
36.82%
Gain YTD
6.194
Annual Yield % from dividends
0.06
Returns for 1 year
16.41
Returns for 3 years
17.55
Returns for 5 years
24.31
Returns for 10 years
25.77
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Capital Management Investment Trust630 Fitzwatertown Road, Building "a", 2nd FloorRocky Mount
Phone
888-626-3863
Web
N/A