Evolutionary Tree Innovators Fund Class I
INVNX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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90-Day Total Return
Year to Date Total Return
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2-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Evolutionary Tree
Manager/Tenure
(Years)
(Years)
Thomas Merill Ricketts (4)
Website
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Address
Evolutionary Tree
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to achieve long-term growth of capital. The fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts ("ADRs"). The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the fund's portfolio. It is non-diversified.