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    Gerstein Fisher Multi-Factor Growth Eq (GFMGX)

    16.62 Down 0.18(1.07%) May 3

    Profile as of Mar 30, 2016Get Profile for:
    Gerstein Fisher Multi-Factor Growth Eq
    Trust For Professional Mgrs(Gerstein)615 East Michigan Street MilwaukeeMilwaukee WI 53202
    Phone: 800-473-1155
    Fund Overview 
    Category:Large Growth
    Fund Family:Gerstein Fisher
    Net Assets:235.64M
    Year-to-Date Return:-0.83%
    Morningstar Rating:4 stars
    Fund Inception Date:Jan 15, 2010
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Gregg S. Fisher
    Lead Manager since Jan 15, 2010
    Gregg S. Fisher, CFA, CFP, is the Founder and Chief Investment Officer of Gerstein Fisher, an investment management and advisory firm in New York City that he founded in 1993.Gregg Fisher grew up working with his uncle Ed Gerstein in a family-owned accounting business that was started in 1977. This experience inspired Gregg to make Gerstein Fisher one of the first investment firms to integrate clients' tax considerations into their investment strategies, with a view toward maximizing their after-tax investment returns. When Fisher founded Gerstein Fisher, he included his uncle in the company name as a tribute to Mr. Gerstein and the formative experiences working with him that laid the foundation for Gregg's own career. Since founding Gerstein Fisher, Gregg has been a proponent of integrating academic research insights into the firm’s own research frameworks. In 2009 he formalized the firm’s collaboration with a select circle of noted academics by establishing the Gerstein Fisher Research Center. A CFP and CFA charter holder, Gregg is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Institute for Quantitative Research in Finance [(the Q Group)]. He is an active member of Vistage International, which specializes in executive leadership development and CEO coaching and the Young Presidents' Organization (YPO), a global non-profit organization made up of company leaders from 100 countries. Gregg holds a degree in finance from the State University of New York at Buffalo and obtained a certificate in financial planning from New York University. He has also studied at the University of Pittsburgh's Center for Fiduciary Studies.
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:250
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    GFMGX can be purchased from 38 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities. It invests primarily in common stocks of domestic companies of any size. Equity securities may also include preferred stocks, exchange-traded funds ("ETFs") that invest in equities, individual stock options and options on indices. The fund may invest up to 20% of its net assets in the securities of foreign issuers.

    Fund Operations 
    Last Dividend (Dec 14, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 2, 2016) : 40.10%
    Average for Category:53.00%
    Fees & Expenses 
    ExpenseGFMGXCategory Avg
    Annual Report Expense Ratio (net):1.00%1.16%
    Prospectus Net Expense Ratio:0.99%N/A
    Prospectus Gross Expense Ratio:1.05%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:328504
    5 Yr Expense Projection*:574795
    10 Yr Expense Projection*:1,2771,624
    * Per $10,000 invested