Fund Facts

TickerBRTNX
CUSIP71709W500
Net Expense Ratio1.50%
Sales ChargeNone
12b-1 FeesNone
Portfolio Turnover16% (2016)
Inception Date9/30/2010
Fund ManagersStephen Dodson
Raphael de Balmann
Net Assets$25.8 million (3/31/17)
Minimum Investment$5,000
($1,000 for IRAs or accounts with automatic investments)