NasdaqGM - Delayed Quote USD
ACR Equity International Fund I Shares (IQRIX)
12.20
-0.03
(-0.25%)
At close: April 29 at 4:00:00 PM EDT
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- 100
- Min Initial Investment, AIP
- 100
- Min Subsequent Investment
- 10,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- Schwab Institutional Only
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities. The fund will invest primarily in equity securities, including common stock, preferred stock, American Depositary Receipts (“ADRs”), European Depositary Receipts (“EDRs”) and Global Depositary Receipts (“GDRs”). It is non-diversified.
Fund Overview
| Category | Foreign Small/Mid Blend |
| Fund Family | ACR Alpine Capital Research |
| Net Assets | 97.21M |
| YTD Return | 3.13% |
| Yield | 1.50% |
| Morningstar Rating | |
| Inception Date | Dec 30, 2016 |
Performance & Risk
| YTD Return | 9.12% |
| 5y Average Return | 10.83% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.25 |
| Morningstar Risk Rating |
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