Starboard Investment Trust - QCI Balanced Fund (QCIBX)
- Previous Close
7.45 - YTD Return -12.46%
- Expense Ratio 0.98%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 9.68M
- Beta (5Y Monthly) 0.79
- Yield 0.60%
- 5y Average Return --
- Holdings Turnover 31.83%
- Last Dividend 0.02
- Inception Date Jan 30, 2014
The fund seeks to balance current income and principal conservation with the opportunity for long-term growth. The Advisor seeks to achieve the fund's investment objective by investing in a diverse portfolio of corporate, agency, and U.S. government fixed income securities, preferred stock, common stock of primarily large and mid-capitalization issuers, and derivative securities. Allocation to equity and fixed income securities will range from 25% to 75% of assets.
Nottingham
Fund Family
Allocation--50% to 70% Equity
Fund Category
9.68M
Net Assets
2014-01-30
Inception Date
Performance Overview: QCIBX
View MoreTrailing returns as of 9/20/2022. Category is Allocation--50% to 70% Equity.