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BVPIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Baywood ValuePlus Institutional (BVPIX) Ownership - Who owns Baywood ValuePlus Institutional?

The investment seeks to achieve long-term capital appreciation by investing in undervalued equity securities... Show more

Category: #Large Value

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BVPIX

Net Assets

5.38M

Fund Existence

over 11 years

Turnover

22.00

Total Expense Ratio

0.70

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

4.57

Assets in Top Ten Holdings

1.3M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

5.38M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

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

34.82%

Gain YTD

9.392

Annual Yield % from dividends

2.30

Returns for 1 year

8.97

Returns for 3 years

28.29

Returns for 5 years

72.85

Returns for 10 years

68.88

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Category LargeValue

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