| 13.88 Net Asset Value | +0.58% 1 Day | +18.43% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | 5.75 Sales Expenses | 1.75% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +3.58% | 3 years | -- | |
| 3 months | +8.78% | 5 years | -- | |
| 1 year | +34.52% | Since inception | +28.05% |
| DDDAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +6.81% |
| Expense ratio | 1.75% | 1.27% |
| Risk 5 year sharpe ratio | -- | 0.35 |
| Net assets | $36.9M | $1.4B |
| Average market cap | $5.1B | $6.2B |
| Average P/E | 18.1 | 18.1 |
| Portfolio turnover | -- | -- |
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| Fund family | 13D Management |
| Fund manager & tenure | Ken Squire / 1 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| CPWR Compuware Corporation | 4.14% |
| JACK Jack In The Box, Inc. | 4.03% |
| HHC Howard Hughes Corp | 3.95% |
| GGP General Growth Properties Inc | 3.92% |
| -- Valeant Pharmaceuticals International Inc | 3.88% |
| GDI Gardner Denver, Inc. | 3.85% |
| CXW Corrections Corporation of America | 3.84% |
| MSI Motorola Solutions, Inc. | 3.82% |
| BEAM Beam Inc | 3.79% |
| -- Canadian Pacific Railway Ltd | 3.59% |
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