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Entrepreneur US All Cap Fund in registration

TheShadowTheShadow
edited December 2013 in Fund Discussions
http://www.sec.gov/Archives/edgar/data/1495922/000117152013000737/eps5395.htm


Institutional shares available only at this time; minimums are the same as retail (which is not currently offered??);

Purchase minimums:

Determine how much you want to invest keeping in mind the following minimums:

a. Initial Investments

● Retail Class accounts $2,500
● Institutional Class accounts $2,500
● IRAs $1,000

b. Additional Investments

● Retail Class accounts No minimum
● Institutional Class Accounts No minimum
● Automatic Investment Plan $50
● Dividend reinvestment No minimum

Comments

  • andrei
    edited December 2013
    Is there anything special about this fund? Perhaps the manager is a well known person?
  • TSP_TransferTSP_Transfer
    Here's the Manager.The ENTIX fund is slightly underwhelming.
    http://blogs.babson.edu/leadership/tag/joel-shulman/

    Manager(s) ENTIX
    Joel M. Shulman
    07/29/2005 —
    Dr. Shulman has been employed by the EntrepreneurShares, LLC as a portfolio manager since March 2010. Dr. Shulman has managed private funds and individual accounts for over five years. Since 1992, he has been an Associate Professor at Babson College. He holds a Ph.D. in Finance from Michigan State University and is a CFA charter holder. Dr Shulman also holds an MPA from the JFK School of Government at Harvard University.
    Certification CFA
    Education
    Ph.D. Michigan State University,
    M.P.A. Harvard University,
    Other Assets Managed

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