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OTC Markets OTCPK - Delayed Quote USD

Axiom Concentrated Glb Gr Eq A USD Acc (0P0001AHSL)

28.26
+0.14
+(0.49%)
At close: May 1 at 4:00:00 PM EDT

Fund Summary

Axiom Concentrated Glb Gr Eq A USD Acc

Greenwich, CT 06830
33 Benedict Place, 2nd Floor
(203) 422-8000

Fund Overview

Category --
Fund Family Axiom Investors
Net Assets --
YTD Return -4.04%
Yield 0.00%
Morningstar Rating
Inception Date Jan 25, 2024

Fund Operations

Fees & Expenses

Expense 0P0001AHSL Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Bradley is the Managing Director (Axiom Investors) and Portfolio Manager of the Pengana Axiom International Ethical Fund (Both hedged and Unhedged) and has over 25 years’ experience as a portfolio manager and analyst. Prior to joining Axiom, Bradley was VP and Portfolio Manager at American Century for 5 years. Before joining American Century, Bradley worked as Equity Research Analyst at Oppenheimer Funds. He holds an MBA from Columbia Business School and B.Sc., M.D. equivalent from the University of the Witwatersrand, Johannesburg.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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