SANJAY RAY CHOWDHURY
CO-FOUNDER & CHIEF INVESTMENT STRATEGIST
Beau Arthur
Senior AdvisorFund Details
| INV 001 (A) | 9/15/1999 | Growth Fund | $1000 USD | 30 Days | 2.5% anually | Low |
AGGRESSIVE LUMPSUM
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Fund Performance
As of First Quarter 2016
| YTD | 1YR | 3YR | 5YR | 10YR |
|---|---|---|---|---|
| 2.4 | 12.2 | 9.4 | 6.0 | 4.5 |
Sector Allocation
As Per Most Recent Data
-
Industrial
% 20
-
Solar Energy
% 7
-
Wind Energy
% 12
-
Indices
% 6
-
Cash & Equivalents
% 18
-
Crude Resources
% 14
- Industrial % 20
- Solar Energy % 7
- Wind Energy % 12
- Indices % 6
- Cash & Equivalents % 18
- Crude Resources % 14
-
Disclaimer
** The information contained herein is for educational purposes only and should not be construed as financial, legal or tax advice. Circumstances may change over time so it may be appropriate to evaluate strategy with the assistance of a financial professional. SEBI and other applicable laws and regulations are complex and subject to change. Laws of a particular state or central laws that may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of the information provided. Niel & Ray does not have information related to and does not review or verify particular financial or tax situations, and is not liable for use of, or any position taken in reliance on, such information. Investing involves risk, including the possible loss of principal and fluctuation of value.