Starboard Investment Trust - QCI Balanced Fund (QCIBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Starboard Investment Trust - QCI Balanced Fund
Rocky Mount NC 27802-0069
116 South Franklin Street
Starboard Investment Trust
252-972-9922 EXT.249
Management information
,Lead manager since 29 January 2014
Mr Furciniti is Co-Portfolio Manager and Senior Equity Analyst at QCI Asset Management. He joined QCI in 2001 after having served as an analyst in the New Business Development Group of Kodak’s Health Imaging Division. Mr. Furciniti earned his Chartered Financial Analyst designation in 2004.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyNottingham
Net assets9.68M
YTD return-12.46%
Yield0.60%
Morningstar rating★★★★
Inception date29 Jan 2014
Fund operations
Last dividend0.02
Last cap gain26.00
Holdings turnover31.83%
Average for categoryN/A
Fees and expenses
ExpenseQCIBXCategory average
Annual report expense ratio (net)0.98%0.84%
Prospectus net expense ratio0.98%N/A
Prospectus gross expense ratio1.12%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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