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Nasdaq - Delayed Quote USD

Starboard Investment Trust - QCI Balanced Fund (QCIBX)

7.44
-0.01
(-0.10%)
At close: November 7 at 8:01:24 PM EST
Loading Chart for 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

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Trailing returns as of 9/20/2022. Category is Allocation--50% to 70% Equity.

YTD Return

QCIBX
12.46%
Category
9.69%
 

1-Year Return

QCIBX
9.75%
Category
27.06%
 

3-Year Return

QCIBX
3.95%
Category
11.00%
 

5-Year Return

QCIBX
5.50%
Category
10.26%
 

Holdings: QCIBX

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Sector Weightings

SectorQCIBX
Technology   20.01%
Healthcare   13.88%
Industrials   10.72%
Energy   5.26%
Utilities   2.48%
Real Estate   0.00%

Recent News: QCIBX

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Research Reports: QCIBX

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