WSACX Wellington Shields All-Cap Fund Institutional Shares

This is an open ended mutual fund. The investment seeks capital appreciation. The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80% of its total assets in equity securities. The fund may hold up to 20% of its net assets in derivative instruments and short positions at any time.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Capital Management Associates, Inc.
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:     0.0000%
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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