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Starboard Investment Trust - QCI Balanced Fund (QCIBX)

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

Fund Summary

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.

Starboard Investment Trust - QCI Balanced Fund

Rocky Mount NC 27802-0069
116 South Franklin Street
252-972-9922 EXT.249

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Nottingham
Net Assets 9.68M
YTD Return -12.46%
Yield 0.60%
Morningstar Rating
Inception Date Jan 30, 2014

Fund Operations

Last Dividend 0.02
Last Cap Gain 26.00
Holdings Turnover 31.83%
Average for Category --

Fees & Expenses

Expense QCIBX Category Average
Annual Report Expense Ratio (net) 0.98% 0.84%
Prospectus Net Expense Ratio 0.98% --
Prospectus Gross Expense Ratio 1.12% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.07%
Max Deferred Sales Load -- 1.48%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr Furciniti is Co-Portfolio Manager and Senior Equity Analyst at QCI Asset Management. He joined QCI in 2001 after having served as an analyst in the New Business Development Group of Kodak’s Health Imaging Division. Mr. Furciniti earned his Chartered Financial Analyst designation in 2004.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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