MBFOX quote
1.94up +0.02 +1.04%
Previous Close1.92CategoryLarge Growth
Net Assets2.78 MilDividend Yield0.00%
Morningstar ratings:Minimum Initial Purchase1,000
RiskHigh1 Year Return57.38%
RatingRating: 4 out of 53 Year Return0.70%
ReturnAbove Average5 Year Return4.11%
Cumulative growth of a $10,000 investment
10k growth chart
20042005200620072008YTD
Growth5.15%10.98%18.73%52.25%-1.96%20.63%
Value$10,515$11,098$11,873$15,225$9,804$12,063
Last NAV update 6:05 PM ET   Financial data in U.S. dollars

Your latest quotes:  CALM, DNDN, TLM, VASVX, MBFOX, PAYX

Overview
The investment seeks long-term capital appreciation. The fund generally invests at least 65% of total assets in equity securities. It normally invests in common stock of approximately 25 to 35 companies that Fund management believes have strong earnings and revenue growth and capital appreciation potential. The fund emphasizes common stock of companies with mid to large stock market capitalizations. In addition to ADRs, it may also invest up to 20% of total assets in other forms of securities of foreign companies. The fund is nondiversified.
More information for MBFOX
Fees and expenses
Front load0.00%
Deferred load4.50%
Expense Ratio2.79%
Top holdings for MBFOX
Company Name% Net Assets
Apple, Inc.6.18%
Google, Inc.4.91%
Coca-Cola Company4.36%
Qualcomm, Inc.4.34%
Danaher Corporation4.30%
More top holdings for MBFOX
Additional Fund Information
Inception date03/03/2000
ManagerEdward Dowd
Manager start date11/17/2008
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