Manor Investment Funds Growth Fund (MNRGX)

25.89
Net Asset Value
-0.50%
1 Day
+2.58%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.99%
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+0.47% 3 years+8.54%
3 months-0.92% 5 years+12.53%
1 year+17.19% Since inception+5.48%
Data through --

Peer Comparisonvs. Large growth

 MNRGXCategory
Performance 5-yr return+12.53%+13.81%
Expense ratio0.99%1.10%
Risk 5 year sharpe ratio1.131.16
Net assets$10.8M$3.5B
Average market cap$56.3B$149.9B
Average P/E24.626.0
Portfolio turnover23%23%

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Fund Management and Purchase Info

Fund familyManor Investment Funds
Fund manager & tenureDaniel Morris / 18 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock94.84%
International stock3.31%
Cash1.85%
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
AAPL Apple5.59%
TMO Thermo Fisher Scientific Inc5.15%
STZ Constellation Brands Inc5.07%
IPGP IPG Photonics Corp4.24%
AMZN Amazon4.15%
ON ON Semiconductor Corp4.06%
RCL Royal Caribbean Cruises Ltd3.85%
MA MasterCard3.79%
LUV Southwest Airlines3.73%
COL Rockwell Collins Inc3.63%