Manor Investment Funds Growth Fund (MNRGX)

21.12
Net Asset Value
+0.33%
1 Day
+4.97%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.50%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of large corporations with an average market capitalization generally over $7.5 billion, when the advisor believes the share are priced attractively relative to the growth potential of company earnings. It generally holds individual investments for three to five years, but occasionally, securities may be sold within 12 months of purchase if circumstances of a particular company, industry, or the general market should change.

Performance

1 month+0.96% 3 years+19.54%
3 months-0.28% 5 years+15.79%
1 year+16.41% Since inception+4.84%
Data through --

Peer Comparisonvs. Large growth

 MNRGXCategory
Performance 5-yr return+15.79%+13.86%
Expense ratio1.50%1.21%
Risk 5 year sharpe ratio1.020.96
Net assets$20.4M$2.7B
Average market cap$41.5B$76.2B
Average P/E22.322.0
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familyManor Investment Funds
Fund manager & tenureDaniel Morris / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock91.10%
Cash5.40%
International stock3.51%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 17.72%
Hardware 15.90%
Industrial materials 14.20%
Healthcare 14.04%
Energy 8.93%
Top 10 Holdings
Portfolio weighting
STZ Constellation Brands Inc5.52%
LUV Southwest Airlines5.50%
AAPL Apple4.91%
TMO Thermo Fisher Scientific Inc4.57%
GILD Gilead Sciences4.48%
PCP Precision Castparts Corp4.00%
RHI Robert Half International Inc3.56%
ACE ACE Ltd3.51%
CELG Celgene3.51%
ESRX Express Scripts Holding Co3.51%

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