Nasdaq - Delayed Quote USD

Aperture Endeavour Equity Institutional (ATOMX)

13.56
0.00
(0.00%)
At close: December 18 at 8:00:06 PM EST

Investment Information

Min Initial Investment
500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Equity securities include common stock, IPOs, private placements, depositary receipts (including ADRs, EDRs and GDRs), which are certificates typically issued by a bank or trust company that represent ownership interests in securities of non-U.S. companies, derivatives with economic characteristics similar to such securities, and securities of investment companies, including closed-end funds and ETFs. The fund is non-diversified.

Fund Overview

Category World Large-Stock Growth
Fund Family Aperture Investors
Net Assets 75.41M
YTD Return 23.26%
Yield 0.74%
Morningstar Rating
Inception Date Sep 30, 2019

Performance & Risk

YTD Return -2.09%
5y Average Return 0.00%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

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