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CAN SLIM Select Growth Fund (CANGX)

13.50
Net Asset Value
+0.15%
1 Day
-3.23%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.63%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in cash and securities listed on, or indicated by, the CAN SLIM  Select List subject to certain parameters. It will hold approximately 50 to 100 issues at any given time. The fund primarily invests in the common stocks of companies of any size market capitalization, ranging from larger, well-established companies to lesser-established, small- and micro-capitalization companies. It may also invest at any given time up to 25% of its net assets in foreign securities, which may include emerging market securities.

Performance

1 month-4.05% 3 years+11.97%
3 months-6.90% 5 years+11.96%
1 year-1.50% Since inception+6.18%
Data through --

Peer Comparisonvs. Mid-cap growth

 CANGXCategory
Performance 5-yr return+11.96%+16.81%
Expense ratio1.63%1.31%
Risk 5 year sharpe ratio1.211.07
Net assets$121.8M$1.4B
Average market cap$15.9B$9.8B
Average P/E17.625.2
Portfolio turnover224%224%

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Fund Management and Purchase Info

Fund familyNorthCoast
Fund manager & tenureDaniel Kraninger / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock80.12%
Fixed income8.87%
International stock8.76%
Cash2.26%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 14.40%
Consumer goods 11.37%
Business service 11.32%
Industrial materials 10.92%
Financial service 10.31%
Top 10 Holdings
Portfolio weighting
SHY iShares 1-3 Year Treasury Bond ETF9.25%
DRI Darden Restaurants Inc2.36%
GILD Gilead Sciences2.33%
GS Goldman Sachs2.25%
DIN DineEquity Inc2.22%
HNT Health Net Inc2.21%
TGT Target2.19%
DFS Discover Financial Services2.12%
GD General Dynamics2.08%
SWI SolarWinds Inc2.07%

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