Leonid Kanopka's  Instablog

Leonid Kanopka
Send Message
  • 3 5-Star Funds 0 comments
    Oct 10, 2011 11:40 AM

    1.) Invesco Van Kampen Exchange Fund (MUTF:ACEHX) is currently at 425.3 with a gross expense ratio of 0.54%.  ACEHX is primarily invested in large cap domestic stocks.  This Fund is in the top 25%, with a Morningstar rating of 5 stars for 3yr and 5yr.  The 3yr risk rating is below average, but the return is high. 

      1Yr 3Yr 5Yr 10Yr Since Incep
    ACEHX Invesco Van Kampen Exchange 4.59 9.33 3.55 4.10 10.77

    2.) American Century Equity Income Fund  (MUTF:AEURX) is currently at 6.70 with a gross expense ratio of 1.46%.  AEURX is mostly invested in domestic stocks, top 3 of its portfolio is Exxon Mobile Corp 4.21%, Bank of America Corp 3.95%, and Annaly Capital Mgmt Inc 3.19%.  The Fund has a Morningstar rating of 5 stars for 3yr, 5yr, and 10yr.  Its risk score is low, and above average returns.

    3.) First Eagle US Value Fund  (MUTF:FEVCX) is currently at 15.83 with a gross expense ratio of 1.99%.  The initial minimum is $2,500 or $1,000 for IRA.  The fund has a 5 star rating for 3yr, 5yr, and 10yr.  Its risk score is low, and above returns rates high.

      1Yr 3Yr 5Yr 10Yr  
    FEVCX First Eagle US Value Fund  2.1 3.3 3.01 8.04  

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
Back To Leonid Kanopka's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • $BAC up after earning, see my article before earnings announcement: http://seekingalpha.com/a/6uzt
    Jan 19, 2012
  • $AEG up from $3.94 to to $4.9, $BAC up $GS, $C, etc
    Jan 19, 2012
  • my financial portfolio is out of control today, HUGE gains
    Jan 19, 2012
More »
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.