Popular Total Return Fund Class A Shares
TRAFX
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
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Performance
Beta
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Forward Dividend Yield
Price
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NAV
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52-Week High
Company Information
Provider
Popular Funds
Manager/Tenure
(Years)
(Years)
Antonio Mauceri (18), Cristina Cañellas Ameiro (1), Angel Manuel Rivera (1), 1 other
Website
Address
#153Ponce de Leon Ave
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Country
Puerto Rico
Phone Number
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Investment Strategy
The investment seeks long-term capital appreciation; the secondary investment objective of the fund is to seek current income. Under normal conditions, the fund will seek to meet its objective by investing at least 50%, but not more than 80%, of its total assets in equity securities. The balance of the fund’s total assets will be invested in fixed-income securities and cash or cash equivalents. The fund may invest up to 20% of its total assets in securities of foreign issuers (i.e., entities organized outside of the United States of America (the “U.S.”) and Puerto Rico). It is non-diversified.