Zevenbergen Genea doesn't exactly roll off the tongue. But so far, the $5.7 million fund is on a roll. The fund, which trades under the ticker ZVGNX, is a concentrated, go-anywhere fund that is largely focused in technology. So far this year, it's up 35.9.
Now, Zevenbergen Capital is turning its focus to the next generation of wealth by launching two mutual funds targeted toward millennials. Nancy Zevenbergen launched the company in 1987 after starting her career at Rainier National Bank as a teller and.
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest in equity securities of small, medium, and large cap issuers. Its portfolio generally will contain 15-40 stocks of any market.
RidgeWorth also holds a minority ownership in Zevenbergen Capital Investments ... http://www.prnewswire.com/news-releases/ridgeworth-investments-board-executives-recognized-at-fund-directions-annual-mutual-fund-industry-awards-300056995.html SOURCE.
ATLANTA, Oct. 27, 2014 /PRNewswire/ -- RidgeWorth Investments won a total of six awards, including the "Overall Advisor Communication Award" at the Mutual Fund Education ... also holds a minority ownership in Zevenbergen Capital Investments.
The mutual funds with the biggest bets on shares of Elon Musk's Tesla Motors explain why they are still in love with the electric-car stock.
Northwestern Mutual Wealth Mgmt Company invested ... Commonwealth Equity Svcs holds 0% or 2,838 shares. Zevenbergen Cap Invs Limited holds 664,890 shares or 2.62% of its portfolio. Shannon River Fund Management Ltd Liability Co holds 3.67% or 141,000.
The large number of mutual funds has little to do with serving your best interests. Below are three red flags you can use to avoid the worst mutual funds. The following presents the least and most expensive style mutual funds as well as the worst overall.
Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory feeds, and marketing and distribution expenses.
The growth mutual fund returned 36.07% in the last one year. Nancy Zevenbergen is the fund manager and has managed this fund since 2004. To view the Zacks Rank and past performance of all large cap growth mutual funds, investors can c lick here to see the.