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Integrity Dividend Harvest Fund Class A Shares (IDIVX)

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18.10 0.01    0%
28/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  IntegrityVikingFunds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 123.78M
Integrity Dividend Harvest A 18.10 0.01 0%

Integrity Dividend Harvest Fund Class A Shares Overview

 
On this page you'll find an in-depth profile of Integrity Dividend Harvest Fund Class A Shares. Learn about the key management, total assets, investment strategy and contact information of IDIVX among other information.
Category

Large Value

Total Assets

123.78M

Expenses

0.95%

Inception Date

41030

Investment Strategy

The investment seeks to maximize total return by emphasizing high current income with long term appreciation as a secondary objective, consistent with preservation of capital. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities, including common stock and preferred stock, of companies. It normally invests at least 65% of its net assets in equity securities that have consistently increased dividends for a period of at least 10 years. The fund may invest up to 30% of its net assets in foreign equity securities.

Contact Information

Address 1 Main Street
Minot,ND 58703
United States
Phone +1 8002761262

Top Executives

Name Title Since Until
Trey Welstad Portfolio Manager 2015 Now
Biography 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.
Shannon D. Radke Founder, Governor, President, Portfolio Manager 2012 Now
Biography 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.
Joshua D. Larson Co-Portfolio Manager 2012 Now
Biography Mr. Larson received Bachelor of Science degrees in finance and management from Minot State University in 2010 and joined the Integrity Viking Funds in October 2010. Initially, he served as a fund accountant and as a research analyst for certain funds advised by Viking Management. Since May 2012, Mr. Larson has served as a co-portfolio manager.
Michael Morey Research Analyst 2012 Now
Biography 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.
Kyle Pankratz Supervisor 2012 2012
Biography Kyle Pankratz received a Bachelor of Science degree in finance from Minot State University in 2009. Since July 2009, he has served as a fund accountant for the Integrity Viking Funds and, since October 2011, as supervisor of research for certain funds advised by Viking Management
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