B
Mundoval Fund MUNDX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
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
Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
B
Mastercard Inc Class A
MA - NYSE
C
Apple Inc
AAPL - NASDAQ
C
Alphabet Inc Class A
GOOGL - NASDAQ
C
Novo Nordisk A/S ADR
NVO - NYSE
C
Lvmh Moet Hennessy Louis Vuitton SE ADR
LVMUY - OTC PK
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Mundoval Funds
Manager/Tenure
(Years)
Arthur Q. Johnson (20)
Address
Mundoval Funds
La Jolla CA - 92037
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term capital appreciation. Under normal market conditions the fund invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of $10 billion or more. The fund's foreign investments consist primarily of American Depositary Receipts ("ADRs"). ADRs are certificates issued by a U.S. bank that represent a certain amount of shares of a foreign company on a foreign or U.S. based stock exchange. The fund's investment strategy focuses on value style investing.