Objective
The CAN SLIM® Tactical Growth Fund seeks long-term capital appreciation
Symbol
CANGX
Morningstar Category
Allocation–85%+ Equity
Fund Data
Total Net Assets | $31.6 M |
Gross Expense Ratio | +1.95% |
Net Expense Ratio | +1.43% |
Inception Date | 9/26/05 |
Minimum Investment (Brokerage Account) | $2,500 |
Minimum Investment (IRA) | $2,000 |
IRA Automatic Investment Plan | $250 |
The adviser has contractually agreed to reduce its fees and/or pay Fund expenses (excluding Acquired Fund Fees and Expenses, interest expense in connection with investment activities, taxes and extraordinary expenses) in order to limit Total Annual Fund Operating Expenses After Fee Waiver and/or Expense Reimbursement for the Fund to 1.39% of the Fund’s average net assets (the “Expense Cap”). The Expense Cap will remain in effect until at least July 31, 2021. The net expense ratio is applicable to investors.
Investment Advisor
NorthCoast Asset Management, LLC.
Account Types
All brokerage, retirement, and trust accounts welcome
CAN SLIM®, Investor’s Business Daily®, and IBD are registered trademarks owned by Investor’s Business Daily, Inc. and used here by NorthCoast Asset Management with permission. CAN SLIM® Private Clients is not sponsored by Investor’s Business Daily, Inc. or William J. O’Neil. and neither is recommending, advising or otherwise endorsing an investment in the offering.
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