Manor Investment Funds Manor Fund (MNRMX)

26.09
Net Asset Value
-0.61%
1 Day
+5.50%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
1.50%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation and a moderate level of income. The fund invests primarily in the common stock of large corporations with an average market capitalization generally over $50 billion, when the advisor believes the shares are priced attractively relative to the earnings and financial strength of the company. 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+2.11% 3 years+18.19%
3 months+1.52% 5 years+14.69%
1 year+8.78% Since inception+6.46%
Data through --

Peer Comparisonvs. Large blend

 MNRMXCategory
Performance 5-yr return+14.69%+12.97%
Expense ratio1.50%1.11%
Risk 5 year sharpe ratio0.970.96
Net assets$6.2M$3.8B
Average market cap$32.8B$102.0B
Average P/E17.317.6
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyManor Investment Funds
Fund manager & tenureDaniel Morris / 19 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock94.58%
International stock3.32%
Cash2.06%
Fixed income0.05%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 17.48%
Hardware 15.38%
Industrial materials 15.27%
Consumer goods 12.65%
Energy 12.13%
Top 10 Holdings
Portfolio weighting
ABC AmerisourceBergen Corp6.06%
APH Amphenol Corp5.50%
DIS Disney5.15%
SNDK SanDisk4.39%
CL Colgate-Palmolive3.93%
NSC Norfolk Southern3.85%
SWKS Skyworks Solutions Inc3.79%
CB Chubb Corp3.39%
DFS Discover Financial Services3.35%
PNC PNC Financial Services Group3.32%

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