• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.69% Nasdaq Down1.07%

    Gerstein Fisher Multi-Factor Growth Eq (GFMGX)

    17.43 Down 0.19(1.08%) Aug 31

    Profile as of Jul 30, 2015Get Profile for:
    Gerstein Fisher Multi-Factor Growth Eq
    Trust For Professional Mgrs(Gerstein)615 East Michigan Street MilwaukeeMilwaukee WI 53202
    Map
    Phone: 800-473-1155
    Fund Overview 
    Category:Large Growth
    Fund Family:Gerstein Fisher
    Net Assets:245.01M
    Year-to-Date Return:7.14%
    Yield:0.37%
    Morningstar Rating:4 stars
    Fund Inception Date:Jan 13, 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 13, 2010
    Gregg S. Fisher, CFA and CFP, has served as President and Chief Investment Officer of Gerstein, Fisher & Associates, Inc. since 1993. As chair of the Adviser’s Investment Policy Committee, Mr. Fisher is ultimately responsible and accountable for all investment decisions made on behalf of the Adviser’s clients.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    GFMGX can be purchased from 36 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 16, 2014) : 0.07
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Aug 27, 2015) : 58.82%
    Average for Category:43.74%
    Fees & Expenses 
    ExpenseGFMGXCategory Avg
    Annual Report Expense Ratio (net):1.03%1.18%
    Prospectus Net Expense Ratio:0.99%N/A
    Prospectus Gross Expense Ratio:1.03%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:215508
    5 Yr Expense Projection*:456801
    10 Yr Expense Projection*:1,1471,633
    * Per $10,000 invested