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BearlyBullish Fund

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BRBIX:US
NASDAQ GM
Pending Listing
BRBIX:US is pending Listing
USD
Fund Type
Open-End Fund
Fund Type
Open-End Fund
Objective
Value Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 02/05/2016)
24.667
Inception Date
-
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
BUDDIE C BALLARD JR / MICHAEL T TURNER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.49%
Top Fund Holdings
Name Position Value % of Fund
Prime Money Market Portfolio 3.31 m 3.31 m 11.67
American International Group I 15.61 k 886.73 k 3.12
Energy Select Sector SPDR Fund 14.40 k 881.10 k 3.10
Alphabet Inc 1.30 k 828.60 k 2.92
Eli Lilly & Co 9.22 k 771.71 k 2.72
Amazon.com Inc 1.50 k 767.84 k 2.70
Quintiles Transnational Holdin 10.83 k 753.17 k 2.65
Constellation Brands Inc 5.98 k 748.88 k 2.64
Apple Inc 6.71 k 740.11 k 2.61
Mohawk Industries Inc 4.06 k 738.25 k 2.60
Profile
The BearlyBullish Fund is an open-end fund incorporated in the USA. The Fund's objective is long term capital appreciation. The Fund invests in 40-50 mid to large cap domestic common stocks utilizing fundamental analysis to identify undervalued securities. The Fund utilizes a tactical risk management discipline that attempts to mitigate downside volatility in declining markets.
ADDRESS
Alpha Capital Management
805 Las Cimas Parkway, Suite 320
Austin, TX 78746
USA
PHONE
1-877-337-3707