- Fund Type: Open-End Fund
- Objective: Growth and Income
- Asset Class: Equity
- Geographic Focus: U.S.
Leith Wheeler US Equity Fund
+ Add to WatchlistLWHUSEQ:CN
3.27 CAD 0.06 1.94%As of 07:59:30 ET on 05/17/2013.
Snapshot for Leith Wheeler US Equity Fund (LWHUSEQ)
| Year To Date: | +22.30% | 3-Month: | +12.01% | 3-Year: | - | 52-Week Range: | 2.56 - 3.27 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +7.18% | 1-Year: | +28.14% | 5-Year: | - | Beta vs 0000I: | - |
Fund Profile & Information for LWHUSEQ
Leith Wheeler U.S. Equity Fund is an open-end mutual fund that seeks to provide superior long-term investment returns. The Fund invests in equity securities trading on the New York Stock Exchange, the American Stock Exchange and the automated quotation system of the National Association of Securities Dealers. The Fund may also invest in convertible securities of American issuers.
| Inception Date: | 04-27-1994 | Telephone: | (604) 683 3391 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.leithwheeler.com | ||
Fundamentals for LWHUSEQ
| NAV | (on 2013-05-17) 3.27 |
|---|---|
| Assets (M) | (on 2013-03-28) 33.27 |
| Fund Leveraged | N |
| Minimum Investment | 25,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for LWHUSEQ
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Quarter |
| Last Dividend Net | (on 2013-03-28) 0.00 |
| Dividend Yield (ttm) | 0.83 |
Fees & Expenses for LWHUSEQ
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.25 |
| Redemption Fee | - |
| 12b1 Fee | - |
| Expense Ratio | 1.40 |
Top Fund Holdings for LWHUSEQ
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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