Fifth Third Mid Cap Growth Inv C Fifth Third Funds 38 Fountain Square Plaza Cincinnati OH 45263 Map
Phone: 800-282-5706
| Category: | Mid-Cap Growth | | Fund Family: | Fifth Third | | Net Assets: | 260.00K | | Year-to-Date Return: | -5.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Apr-96 |
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Scott Billeadeau
Lead Manager since
24-Jun-03 | | | Billeadeau, portfolio manager, joined FTAM in 2003 and has 22 years of investment experience. Prior, he joined Investment Advisers, Inc. and became a principal of Paladin Investment Associates. He currently serves on the Board of Directors at FactSet Research Systems and chairs the Audit Committee there, and is a member of the Twin City Society of Security Analysts. Billeadeau holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of mid-cap companies. Mid-cap companies are defined as those companies included in the Russell Mid-Cap Growth index and companies with similar market capitalizations. It may invest up to 20% of assets in common stocks of large-cap companies, small-cap companies, convertible securities and debt securities that pay interest. The fund seeks to outperform the Russell Mid-Cap Growth index over rolling five-year periods. |
| Last Dividend
(30-Dec-96):
| 0.01 | | Last Cap Gain
(9-Dec-08):
| 1.41 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 138.22% |
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| Expense | FCMCX | Category Avg | | Total Expense Ratio: | 1.89%
| 1.46% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ 654 | $651 | | 5 Yr Expense Projection*: |
$ 1,143 | $1,030 | | 10 Yr Expense Projection*: |
$ 2,491 | $2,053 |
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