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    Capital Advisors Growth (CIAOX)

    22.45 Down 0.87(3.73%) Jun 24

    Profile as of May 30, 2016Get Profile for:
    Capital Advisors Growth
    Advisors Series Trust(Capital Advisors)615 East Michigan StreetMilwaukee, Wisconsin 53202
    Phone: 866-205-0523
    Fund Overview 
    Category:Large Growth
    Fund Family:Capital Advisors
    Net Assets:43.86M
    Year-to-Date Return:5.97%
    Morningstar Rating:4 stars
    Fund Inception Date:Dec 31, 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 44 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 equity 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 7, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 22, 2016) : 44.34%
    Average for Category:50.46%
    Fees & Expenses 
    ExpenseCIAOXCategory Avg
    Annual Report Expense Ratio (net):1.25%1.17%
    Prospectus Net Expense Ratio:1.27%N/A
    Prospectus Gross Expense Ratio:1.51%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:454505
    5 Yr Expense Projection*:801797
    10 Yr Expense Projection*:1,7811,626
    * Per $10,000 invested