Nasdaq - Delayed Quote USD
Free Market US Equity Instl (FMUEX)
At close: 8:00 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- JPMorgan
- TD Ameritrade Trust Company
- Schwab Institutional Only
- DailyAccess Corporation RTC
- Scottrade TF
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- DailyAccess Corporation Matrix
Fund Summary
The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") that have either adopted policies to invest at least 80% of their assets in equity securities, such as common stocks, preferred stocks or securities convertible into stocks, of U.S. companies, or invest substantially all of their assets in such equity securities. It will diversify its investments by investing primarily in investment companies focusing on different segments of the equity markets.
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Matson Money |
| Net Assets | 4.23B |
| YTD Return | 10.98% |
| Yield | 1.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2007 |
Performance & Risk
| YTD Return | 18.84% |
| 5y Average Return | 12.55% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
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