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Capital Advisors Growth (CIAOX)

26.18 Up 0.05(0.19%) Aug 27

Profile as of Jul 30, 2014Get Profile for:
Capital Advisors Growth
ADVISORS SERIES TRUST615 East Michigan Street
Phone: 866-205-0523
Fund Overview 
Category:Large Growth
Fund Family:Capital Advisors
Net Assets:37.15M
Year-to-Date Return:4.88%
Morningstar Rating:4 stars
Fund Inception Date:Dec 30, 1999
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
Channing S. Smith
Lead Manager since Nov 14, 2007
Smith has been Vice President and Research Analyst for Capital Advisors, Inc. from 2004 to present. Smith holds the Chartered Finacial Analyst designation.
Investment Information 
Min Initial Investment:5,000
Min Initial Investment, IRA:500
Min Initial Investment, AIP:1,000
Min Subsequent Investment:250
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:100
CIAOX can be purchased from 43 brokerages.

Fund Summary 
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies. Under normal conditions, the fund will invest at least 65% of its total assets in common stocks of companies that the Advisor believes have the potential for long-term growth of capital. The Advisor uses the growth style of investing. Growth stocks are securities of companies that have or are expected to have above average earnings growth. The fund may also write covered call options on up to 33% of its net assets for the purpose of generating additional income for the fund.

Fund Operations 
Last Dividend (Dec 15, 2013) : 0.34
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 21, 2014) : 41.25%
Average for Category:46.27%
Fees & Expenses 
ExpenseCIAOXCategory Avg
Annual Report Expense Ratio (net):1.25%1.20%
Prospectus Net Expense Ratio:1.26%N/A
Prospectus Gross Expense Ratio:1.59%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:470548
5 Yr Expense Projection*:835869
10 Yr Expense Projection*:1,8611,749
* Per $10,000 invested