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NAVELLIER PERFORMANCE FUNDS

Note: The following information has not been updated by the vendor since 07/28/03.

Address:1 EAST LIBERTY, FLOOR 3
RENO, NV 89501
Phone # for sales: 800 887 8671
Additional Phone #: 800 454 1395
Fax: 775 785 2321
Website: www.navellier.com
Click link to request additional product information.
E-mail address: info@navellier.com

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: NAVELLIER PERFORMANCE FUNDS
Symbol: NPMDX
Portfolio contains these types of investments: 

Stocks
Minimum Investment: $2000
1-Year Profit Projection: N/A
Brief fund description: 

This is an aggressive, diversified portfolio which invests in stocks with a market cap of $1 to $5 billion.

Expenses TOP

Annual expense ratio: 1.66
Tax Efficiency: N/A
Load Type: 
  • None
Load Percentage: N/A

Performance TOP

Performance 3 Months: 1.93
Performance Year to Date: 50.9
Performance 12 Months: 76.0
Performance 3 Years: N/A
Performance 5 Years: N/A

Additional Comments TOP

Fund Features: 

The Navellier Performance Portfolios use an aggressive investment style suitable for investors wiling to accept more risk and tolerate more price fluctuations while seeking higher than average returns.
Fund Strategy: 

The Mid Cap Growth portfolio is designed to achieve the highest possible returns while minimizing risk. Our selection process focuses on fast growing companies that offer innovative products, services, or technologies to a rapidly expanding marketplace. We use an objective, "bottom-up," quantitative screening process designed to identify and select inefficiently proced growth stocks with superior returns compared to their risk characteristics.

Fund | Expenses | Performance | Additional Comments

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