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BearlyBullish Fund

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BRBLX:US
NASDAQ GM
14.02
USD
0.18
1.27%
As of 09:29:30 ET on 09/04/2015.
Fund Type
Open-End Fund
52Wk Range
13.46 - 15.69
1 Yr Return
-5.51%
YTD Return
-5.33%
Previous Close
14.20
52Wk Range
13.46 - 15.69
1 Yr Return
-5.51%
YTD Return
-5.33%
Fund Type
Open-End Fund
Objective
Value Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/04/2015)
14.02
Total Assets (m USD) (on 09/04/2015)
30.010
Inception Date
06/15/2011
Last Dividend (on 12/02/2014)
0.0737
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
0.25%
Current Mgmt Fee
1.00%
Expense Ratio
1.49%
Top Fund Holdings
Name Position Value % of Fund
Prime Money Market Portfolio 2.09 m 2.09 m 6.63
AmerisourceBergen Corp 6.96 k 791.48 k 2.51
Twitter Inc 15.68 k 785.46 k 2.49
Humana Inc 4.38 k 779.55 k 2.47
Mohawk Industries Inc 4.06 k 754.33 k 2.39
Quintiles Transnational Holdin 10.83 k 725.02 k 2.30
Apple Inc 5.81 k 722.94 k 2.29
Google Inc 1.30 k 720.00 k 2.28
Snap-on Inc 4.76 k 699.56 k 2.22
Constellation Brands Inc 5.98 k 695.05 k 2.20
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