Mutual Funds - Profile

Manor Investment Funds Manor Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term and a moderate level of income by investing in companies in the United States.

The sub-advisor’s investment process is designed to highlight attractively valued companies with earnings growth and sound finances.

The research team employs a two-step disciplined, repeatable process, which includes proprietary and research-driven analyses.

Next, the team as a part of its proprietary analysis looks for companies that exhibit characteristics such as superior earnings and financial structure, growth capacity, significant free cash flow, and attractive valuations.

In the research-driven process the team evaluates More

Price

  • Last Close
  • $32.61
    +0.38
  • 52 Week HL
  • $35.7 - $27.65
  • Net Assets
  • $6.76 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Applied Materials 7.0 %
Avery Dennison 5.9 %
D.R. Horton, 5.6 %
Skyworks Solutions 5.5 %
Microchip Technology 4.8 %
Company Holding
Microsoft Corp. 4.6 %
Facebook, Inc. 4.3
Cummins, Inc. 4.2 %
Charter Comm. 4.1 %
Anthem, Inc. 4.1 %
Total 50.1%

Manager

  • Name
  • Daniel A. Morris
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Morris Capital Advisors, LLC

Documents

  • Annual Reports

Performance
-5.5 % YTD

  • 3 Year
  • 21.73%
  • 5 Year
  • 50.13%
  • Best
  • 37.1%
    2013
  • Worst
  • -31.38%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MNRMX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.5% 13.3% -25.1% 11.9% -3.9% 6.2% 0.4% 3.3% 3.3% 12.4% -
Q2 - 5.7% 19.4% 2.7% 0.7% 3.6% -4% 0.8% 5.2% 4% -
Q3 - 3.5% 6.6% -0.1% 2.8% 3.6% 5.4% -10.9% -1.6% 4.3% -
Q4 - 9.6% 9.1% 10.6% -17% 6.6% 5.2% 5.5% 2.6% 12.8% -

Returns +
M

J F M A M J J A S O N D
2022 -5.5% - - - - - - - - - - -
2021 0.4% 6.3% 6.1% 4.4% 1.4% - -0.1% 3.2% 0.4% 0.2% -0.8% 5.3%

Annual
Return

Index Comparison

Alpha

NAV