Nasdaq - Delayed Quote USD

Baywood Socially Responsible Instl (BVSIX)

17.16
+0.18
+(1.06%)
At close: 8:00:08 PM EDT

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

  • Ausdal Financial Partners Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Ameriprise SPS Advantage
  • CommonWealth NTF
  • SunGard Transaction Network
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Scottrade NTF
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Matrix Financial Solutions
  • ING Financial Advisers - SAS Funds
  • Met Life Resources MFSP Alliance List
  • Mid Atlantic Capital Group
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Trust Company of America
  • TIAA-CREF NTF
  • DailyAccess Corporation Mid-Atlantic
  • Investacorp NTF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) consist of common stocks of issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.

Fund Overview

Category Large Value
Fund Family Baywood
Net Assets 19.57M
YTD Return -1.90%
Yield 1.42%
Morningstar Rating
Inception Date Jan 03, 2005

Performance & Risk

YTD Return 2.21%
5y Average Return 18.66%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

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