Apex Mid Cap Growth
6 Thorndal Circle, Suite 205
Map
Phone: 877-593-8637
| Category: | Small Growth | | Fund Family: | Bhirud | | Net Assets: | 280.00K | | Year-to-Date Return: | 12.40% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Nov-92 |
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Suresh L. Bhirud
Lead Manager since
04-Nov-92 | | | Bhirud has served as president of Bhirud Associates Inc. since 1991. Previously, he spent three years with Oppenheimer & Company and 15 years with First Boston Corporation. He served as chief investment strategist with both companies. Bhirud says he looks to buy growth stocks that have attractive valuations. Bhirud holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth. The fund usually invests at least 80% of assets in the equity securities of companies that management believes, based on fundamental research, have growth potential for revenues and earnings as well as multiple expansion. Under normal circumstances, it invests at least 80% of total assets in common stocks of companies with medium market capitalizations similar to companies in the Russell Midcap index and the Standard & Poor's Midcap 400 index. |
| Last Dividend
(29-Dec-93):
| 0.09 | | Last Cap Gain
(11-Dec-00):
| 0.51 | | Annual Holdings Turnover
| 433.04% | | Average for Category:
| 133.38% |
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| Expense | BMCGX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.00% Nasdaq 
0.04 (2.76%) 
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