| 22.83 Net Asset Value | +1.15% 1 Day | +12.19% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.25% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +9.39% | 3 years | +19.72% | |
| 3 months | +10.29% | 5 years | -- | |
| 1 year | +8.05% | Since inception | +25.06% |
| DWUGX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.42% |
| Expense ratio | 1.25% | 1.28% |
| Risk 5 year sharpe ratio | -- | 0.31 |
| Net assets | $41.4M | $2.0B |
| Average market cap | $10.9B | $42.9B |
| Average P/E | 36.6 | 19.8 |
| Portfolio turnover | 324% | 324% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | DundeeWealth Funds |
| Fund manager & tenure | Noah Blackstein / 4 Years |
| Minimal initial investment | $25,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 27.11% |
| Telecommunication | 17.84% |
| Hardware | 15.87% |
| Healthcare | 14.34% |
| Consumer goods | 5.13% |
| SWI SolarWinds, Inc. | 9.18% |
| CVLT CommVault Systems, Inc. | 7.71% |
| GOOG Google, Inc. Class A | 6.68% |
| N NetSuite, Inc. | 6.15% |
| AMZN Amazon.com Inc | 5.85% |
| REGN Regeneron Pharmaceuticals, Inc. | 5.73% |
| TSCO Tractor Supply | 5.65% |
| CELG Celgene Corporation | 5.53% |
| KORS Michael Kors Holdings Ltd | 5.36% |
| LNKD LinkedIn Corp | 4.89% |
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