Boyar Value
Boyar Value Fund Inc590 Madison AvenueNew York, NY 10022
Map
Phone: 800-266-5566
| Category: | Large Value | | Fund Family: | Boyar Value Fund | | Net Assets: | 18.68M | | Year-to-Date Return: | 7.64% | | Yield: | 0.28% | | Morningstar Rating: |  | | Fund Inception Date: | 05-May-1998 |
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Mark A. Boyar
Lead Manager since 05-May-1998 | | |
| Min Initial Investment: | 5,000 | | Min Initial Investment, IRA: | 2,000 | | Min Initial Investment, AIP: | 5,000 | | Min Subsequent Investment: | 1,000 | | Min Subsequent Investment, IRA: | 1,000 | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests primarily in equity securities that are believed by the Adviser to be intrinsically undervalued. Intrinsic value, as the Adviser defines it, is the estimated current worth that would accrue to the stockholders of a company, either through liquidation of corporate assets upon termination of operations, or through the sale or merger of the entire enterprise as a continuing business. |
| Last Dividend
(13-Dec-2012)
:
| 0.05 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(20-May-2013)
:
| 5.00% | | Average for Category: | 91.94% |
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| Expense | BOYAX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.75% | 1.21% | | Prospectus Net Expense Ratio: | 1.77% | N/A | | Prospectus Gross Expense Ratio: | 3.00% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.00% | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 1,271 | 533 | | 5 Yr Expense Projection*: | 1,896 | 833 | | 10 Yr Expense Projection*: | 3,569 | 1,678 |
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0.01(0.05%) 25 May