RevenueShares Navellier Overall A-100 Fund (RWV)

  • Loading...

Fund Description

The investment seeks to outperform the total return performance of the Navellier Overall A-100 Index, the fund's benchmark index. The fund attempts to replicate the portfolio of the RevenueShares Navellier Overall A-100 IndexTM (the "underlying index"). The underlying index is constructed by re-weighting the constituent securities of the benchmark index according to the revenue earned by the companies in the benchmark index, subject to certain asset diversification requirements and a maximum 7% per company weighting. The fund will invest at least 80% of its net assets in companies included in the benchmark index. It is non-diversified.

Fund Snapshot Updated 05.20.2013

Previous Close $47.96 Expense Ratio 0.60%
YTD Return 20.9% Avg. 30-Day Volume 442
1-Year Return 29.8% Market Cap Loading...
Bid $47.75 Shares Outstanding 150,000
Ask $48.00 Dividends $0.48
Top 10 Holdings
Mckesson Corp (MCK) 7.35%
Comcast Corp New (CMCSA) 6.65%
Marathon Pete Corp (MPC) 6.19%
Syngenta Ag (SYT) 6.02%
Huaneng Pwr Intl Inc (HNP) 4.45%
P T Telekomunikasi Indonesia (TLK) 3.99%
Hollyfrontier Corp (HFC) 3.42%
Gap Inc Del (GPS) 3.41%
Alon Usa Energy Inc (ALJ) 3.36%
Amgen Inc (AMGN) 3.20%
% of Total Holdings 48.00%

Sector Breakdown

Geographic Breakdown

Advertisement
Best Fit Specialty: Equity

1

FlexShares Morningstar US Market Factors Tilt Index Fund (TILT)

2

iShares KLD 400 Social Index Fund (DSI)

3

iShares KLD Select Social Index Fund (KLD)

4

Guggenheim Defensive Equity ETF (DEF)

See full rankings for Specialty: Equity

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.