Integrity Mid-North American Resources Fund Class A(ICPAX)

美國基金

從投資組合中新增/移除新增至觀察名單

5.58 0.00 0%

25/06 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: IntegrityVikingFunds

資產類別: 股票

晨星評級:
總資產: 77.12M

ICPAX綜觀

你可在本頁找到深入的Integrity Mid-North American Resources Fund Class A公司檔案，包括ICPAX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Equity Energy

總資產

77.12M

費用

1.50%

基金成立

36255

聯絡資訊

地址 1 Main Street
Minot,ND 58703
United States

電話 +1 8002761262

網絡 www.integrityvikingfunds.com

主要管理層

名稱	主旨	成立於	直至
Michael Morey	Research Analyst	2013	now
自傳	Mr. Morey received a Bachelor of Science degree in finance from Minot State University in 2010. He joined the fund accounting division of Integrity Viking Funds in 2009 and has been a research analyst for certain funds advised by Viking Management since February 2010.Mr. Morey has served as a co-portfolio manager. Mr. Morey is also a Regional Director for the Integrity Viking Funds (with respect to the State of Texas). In addition, he is enrolled in the Chartered Financial Analyst Program.
Shannon D. Radke	Founder, Governor, President, Portfolio Manager	2010	now
自傳	Mr. Radke is a governor and president of Viking Management and a governor of Corridor. He holds a Bachelor of Business Administration degree in Banking and Finance from the University of North Dakota and has been engaged in the securities business since 1988 as a broker and as operations manager and later as chief operating officer of an unrelated investment advisory firm. Mr. Radke founded Viking Management in September 1998 and has been a portfolio manager for years.
Trey Welstad	Portfolio Manager	2020	2023
自傳	Mr. Welstad holds Bachelor of Science degrees in Finance, Management, and Marketing from Minot State University. In 2012, he began his work at Integrity Viking Funds as a research analyst for certain funds advised by Viking Management. Mr. Welstad is a 2015 Level III Candidate in the CFA® Program. He has served as a co-portfolio manager.
Monte L. Avery	Portfolio Manager	2010	2020
自傳	Mr. Avery was previously an employee of Integrity Money Management and, since August 1, 2009, has been an employee of Viking Management. Mr. Avery started in the securities business with PaineWebber in 1981 as a retail broker, transferring to Dean Witter in 1982. In 1988, Mr. Avery joined Bremer Bank, N.A. (Minot, ND) to help start its Invest Center. He transferred back to Dean Witter in 1993 where he remained until he joined Integrity in 1995. Since that time, Mr. Avery has served as a portfolio manager to various funds currently advised by Viking Management, including funds, such as the Funds, that were previously advised by Integrity Money Management.
Robert E. Walstad	Founder	2010	2013
自傳	Walstad has been engaged in the securities business since 1972. He is chairman of the board of The Integrity Funds, founder of Integrity Mutual Funds, Inc. and has over 15 years of experience in oversight of portfolio management.
Robert Loest	Senior Portfolio Manager	2007	2010
自傳	Loest is senior portfolio manager of Integrity Money Management, Inc. From 1986 to 2007, he was Chief Executive Officer of IPS Advisory. He is a member of the Association for Investment Management & Research and a regular member, founder, and director for the Knoxville Chapter of Financial Analysts. Loest holds the Chartered Financial Analyst designation.
F. Martin Koenig	Chairman	2003	2007
自傳	Koenig has significant prior expertise managing portfolios with investment strategies similar to these Funds. Prior to joining Integrity in 2003, from 1989 forward, he was employed as Chairman, CEO and CIO of Koenig Advisors. Koenig has been managing assets since 1968 with several firms including Chase Manhattan Bank, AIG Global Investors, Mitsubishi Bank Trust Co. of New York and EB Advisors, Inc. Koening holds the Chartered Financial Analyst designation.
John Lui	Senior Portfolio Manager	1999	2003
自傳	John Lui rejoined BNY Asset Management in 1995 as a Senior Portfolio Manager responsible for the Small Cap Growth strategy. He began his career at BNY Asset Management in 1980, and was with the firm until 1993. Prior to rejoining the Bank, John was with Barclays Global Asset Management where he managed $185 million in global equity and bond portfolios. He holds a B.B.A. in Economics and Finance, as well as an M.B.A. in Finance, both from Pace University. John is a member of the Investment Policy Committee

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