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CWC Small Cap Aggressive Value Fund

CWCIX:US
NASDAQ GM
Price not available for CWCIX:US
USD
Fund Type
Open-End Fund
52Wk Range
6.54 - 7.96
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52Wk Range
6.54 - 7.96
Fund Type
Open-End Fund
Objective
Value Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 12/21/2016)
1.740
Inception Date
12/31/2010
Last Dividend (on 12/14/2016)
0.1115
Dividend Indicated Gross Yield
-
Fund Managers
CHERRIE PRINZ / THANE ALAN CLELAND
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
1.34%

Top Fund Holdings

Name Position Value % of Fund
9.61 k 285.86 k 4.59
34.20 k 264.70 k 4.25
10.31 k 244.85 k 3.93
82.99 k 244.83 k 3.93
6.55 k 229.37 k 3.68
15.45 k 219.11 k 3.52
2.74 k 208.79 k 3.35
5.57 k 196.87 k 3.16
6.68 k 193.51 k 3.11
22.83 k 184.89 k 2.97
Profile
CWC Small Cap Aggressive Value Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek capital appreciation. The Fund invests at least 80% of its assets in common stocks of small capitalization and ETFs that invest primarily in small-cap companies using its aggressive value contrarian strategy.
Address
CWC Advisoers, LLC
5800 SW Meadows Road, Suite 2300
Lake Oswego, OR 97035
Phone
-
Website
-