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BearlyBullish Fund

BRBLX:US
NASDAQ GM
13.08
USD
0.05
0.38%
As of 9:29 AM EDT 7/29/2016
Fund Type
Open-End Fund
52Wk Range
10.66 - 14.13
1 Yr Return
-6.62%
YTD Return
4.22%
Previous Close
13.03
52Wk Range
10.66 - 14.13
1 Yr Return
-6.62%
YTD Return
4.22%
Fund Type
Open-End Fund
Objective
Value Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 07/29/2016)
13.08
Total Assets (m USD) (on 07/29/2016)
28.064
Inception Date
06/15/2011
Last Dividend (on 12/02/2015)
0.1065
Dividend Indicated Gross Yield
-
Fund Managers
BUDDIE CLOYS BALLARD JR / MICHAEL T TURNER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.25%
Current Mgmt Fee
1.00%
Expense Ratio
1.49%

Top Fund Holdings

Name Position Value % of Fund
1.16 k 689.81 k 2.57
2.56 k 665.64 k 2.48
8.42 k 665.51 k 2.48
6.06 k 660.15 k 2.46
11.93 k 658.95 k 2.45
14.87 k 658.77 k 2.45
6.96 k 658.00 k 2.45
20.68 k 657.39 k 2.45
11.64 k 652.47 k 2.43
4.09 k 652.40 k 2.43
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