| 10.30 Net Asset Value | +0.10% 1 Day | +14.32% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.15% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +7.29% | 3 years | -- | |
| 3 months | +8.99% | 5 years | -- | |
| 1 year | +21.31% | Since inception | +18.30% |
| DHAMX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +4.80% |
| Expense ratio | 1.15% | 1.17% |
| Risk 5 year sharpe ratio | -- | 0.30 |
| Net assets | $132.7M | $2.7B |
| Average market cap | $63.3B | $57.0B |
| Average P/E | 16.1 | 16.4 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Drexel Hamilton Investment Partners, LLC |
| Fund manager & tenure | James Abate / 1 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $10,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| AAPL Apple Inc | 6.60% |
| XOM Exxon Mobil Corporation | 3.49% |
| GOOG Google, Inc. Class A | 3.27% |
| JNJ Johnson & Johnson | 2.82% |
| MRK Merck & Co Inc | 2.64% |
| KO Coca-Cola Co | 2.58% |
| EBAY eBay Inc | 2.13% |
| PEP PepsiCo Inc | 2.08% |
| QCOM Qualcomm, Inc. | 2.08% |
| AMGN Amgen Inc | 1.91% |
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