Azzad Ethical
Falls Church, VA 22042
3141 Fairview Park Drive Suite 460
Azzad Funds
管理資訊
Kimberly A. Scott,自 2021年1月25日 起的牽頭經辦人
Kim Scott，Senior Vice President of Ivy Investment Management Company, has served as portfolio manager of the Fund since May 2014. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016.
Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004.
Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco.
Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987.
Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the CFA Society Kansas City.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Mid-Cap Growth
基金家族Azzad Fund
淨資產145.24M
本年度至今日回報1.63%
收益率0.00%
晨星評級★★★
成立日期2000年12月21日
基金運作
上次股息0.01
上次資本增益22.00
持股週轉率27.88%
組別平均無
費用與支出
支出ADJEX類別平均
年報支出比率 (淨值)0.99%1.09%
招股書淨支出比率0.99%無
招股書總支出比率1.14%無
最高 12b1 費用無無
最高首次認購費無5.36%
最高遞延銷售費用無1.27%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
