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Fund |
| Fund name: NAVELLIER PERFORMANCE FUNDS
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| Symbol: NPMDX
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Portfolio contains these types of investments:
Stocks
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| Minimum Investment: $2000
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| 1-Year Profit Projection: N/A
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Brief fund description:
This is an aggressive, diversified portfolio which invests in stocks with a market cap of $1 to $5 billion.
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Expenses
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| Annual expense ratio: 1.66
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| Tax Efficiency: N/A
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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: 1.93
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| Performance Year to Date: 50.9
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| Performance 12 Months: 76.0
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| Performance 3 Years: N/A
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
The Navellier Performance Portfolios use an aggressive investment style suitable for investors wiling to accept more risk and tolerate more price fluctuations while seeking higher than average returns.
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Fund Strategy:
The Mid Cap Growth portfolio is designed to achieve the highest possible returns while minimizing risk. Our selection process focuses on fast growing companies that offer innovative products, services, or technologies to a rapidly expanding marketplace. We use an objective, "bottom-up," quantitative screening process designed to identify and select inefficiently proced growth stocks with superior returns compared to their risk characteristics.
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