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Nasdaq - Delayed Quote USD

Baywood ValuePlus Institutional (BVPIX)

23.08
+0.06
+(0.26%)
As of 8:05:08 AM EST. Market Open.

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • Ameritas NTFN
  • Scottrade NTF
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • DailyAccess Corporation Matrix
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").

Fund Overview

Category Large Value
Fund Family Baywood
Net Assets 5.09M
YTD Return 4.74%
Yield 2.49%
Morningstar Rating
Inception Date Dec 02, 2013

Performance & Risk

YTD Return 5.89%
5y Average Return 11.75%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

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