ZVGIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Zevenbergen Genea Institutional (ZVGIX) Ownership - Who owns Zevenbergen Genea Institutional?

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

Category: #Large Growth

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

ZVGIX

Net Assets

63.9M

Fund Existence

over 9 years

Turnover

18.83

Total Expense Ratio

1.00

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

50000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.32

Assets in Top Ten Holdings

56.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

36M

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

28.00

Number of Net Holdings

28.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

65.74%

Gain YTD

-10.856

Annual Yield % from dividends

0.00

Returns for 1 year

10.78

Returns for 3 years

29.61

Returns for 5 years

89.23

Returns for 10 years

N/A

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General Information

Category LargeGrowth

Profile

Fundamentals

Details