Keystone Large Cap Growth A
7101 West 78 Street Suite 201 BLOOMINGTON MN 55439
Map
Phone: 866-596-3863
| Category: | Large Growth | | Fund Family: | Keystone | | Net Assets: | 173.85M | | Year-to-Date Return: | 39.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Aug-06 |
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Thomas G. Kamp
Lead Manager since
07-Aug-06 | | | Kamp is president and chief investment officer of Cornerstone Capital, his employer since 2006. He also leads the research team, is a member of the Investment Policy Committee, and is responsible for all portfolio management decisions. From 1993 to 2006, he was a senior vice president and portfolio manager with Alliance Capital Management. Previously, he evaluated and participated in funding emerging companies for IAI Venture Capital Group. He also founded and successfully sold Premier Computer Corporation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in common stocks of large-capitalization companies. Large-capitalization companies are those that, at the time of investment, have market capitalizations within the range of market capitalizations of companies appearing in the Russell 1000 Growth Index. It generally invests in common stocks of companies with market capitalizations of at least $3 billion at the time of purchase. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(28-Dec-07):
| 2.59 | | Annual Holdings Turnover
| 192.00% | | Average for Category:
| 112.30% |
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| Expense | KLGAX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.25%
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
0.34 (1.41%) 
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