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Fund |
| Fund name: Acorn Fund Inc
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| Symbol: ACRNX
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Portfolio contains these types of investments:
SEI Investments - Harley-Davidson - Americredit - Expeditors Intl of WA - AT & T Liberty Media Cl A - Myriad Genetics - Intl Game Tech - Serco Grp - Dynegy - First Health Grp
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: NA
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Brief fund description:
Acorn Fund seeks long-term growth of capital. The fund invests primarily in common stocks issued by companies that management believes will benefit from favorable long-term economic trends. It may also invest in preferred stocks, warrants, and convertible securities. Management focuses on companies with market capitalizations of less than $1 billion; the chief considerations in the investment-selection process are growth potential, financial strength, and fundamental value. The fund may invest up to one third of assets in foreign securities.
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Expenses
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| Annual expense ratio: 0.85
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 6.21
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| Performance Year to Date: 3.63
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| Performance 12 Months: 24.7
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| Performance 3 Years: 16.5
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| Performance 5 Years: 18.4
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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