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Mid Cap I Shares
The Navellier Mid Cap Growth Institutional shares are now available for trading at Schwab, TD Ameritrade, and Pershing. The fund will trade WITH a transaction fee.
The OER is 0.99%, and there is NOT a 12b-1 fee inside the expense ratio. The minimum initial aggregate investment is $250,000. The symbol is NRFCX.
If you're interested in researching the portfolio, the regular Mid Cap Growth fund symbol is NPMDX. At 0.50% less than the regular shares, the Institutional shares OER will create value for your clients, which is why we created this special class of shares.
Please contact Paula Boyd at (800) 887-8671 ext. 406 or paulab@navellier.com with questions.
The I shares are pending addition to the Fidelity fund trading system.
Navellier Mid Cap I Shares Prospectus
Navellier Mid Cap I Shares Supplement
Navellier Mid Cap I Shares Profile