PAPPX Papp Small & Mid-Cap Growth Fund

This is an open ended mutual fund. The investment seeks long-term capital growth. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of small capitalization ( small-cap ) and mid-capitalization ( mid-cap ) companies. There is no minimum percentage of assets that must be invested in either small or mid-cap issuers and the fund may be invested substantially in either small-cap or mid-cap issuers when the Adviser believes such focus is warranted.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Papp Investment Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Morningstar category:  Mid-Cap Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     0.00%
Fees:     1.2600%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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