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BPV Wealth Preservation Fund

BPVPX:US
NASDAQ GM
10.44
USD
0.01
0.10%
As of 9:29 AM EDT 7/29/2016
Fund Type
Open-End Fund
52Wk Range
9.89 - 10.44
1 Yr Return
0.74%
YTD Return
2.25%
Open
10.44
Day Range
10.44 - 10.44
Previous Close
10.43
52Wk Range
9.89 - 10.44
1 Yr Return
0.74%
YTD Return
2.25%
Fund Type
Open-End Fund
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 07/29/2016)
10.44
Total Assets (m USD) (on 07/29/2016)
23.427
Inception Date
10/05/2011
Last Dividend (on 12/29/2015)
0.3932
Dividend Indicated Gross Yield
-
Fund Managers
GEORGE LERAY HASHBARGER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.00%
Profile
BPV Wealth Preservation Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek capital preservation while generating long-term capital appreciation. The Fund focuses on investing in a portfolio that may include both equity and fixed-income securities that generate dividend or interest income.
Address
BPV Wealth Management LLC
9202 South Northshore Drive
Suite 300
Knoxville, TN 37922
Phone
1-877-819-2188