Kirr Marbach Partners Value
621 Washington Street Columbus IN 47202
Map
Phone: 800-870-8039
| Category: | Mid-Cap Blend | | Fund Family: | Kirr Marbach Partners | | Net Assets: | 24.61M | | Year-to-Date Return: | 23.69% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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Mark D Foster
Lead Manager since
31-Dec-98 | | | Foster is the chief investment officer of the advisor. He was formerly associated with American Fletcher National Bank as a research analyst from 1980-1982 and with Merchants National Bank as a portfolio manager/research analyst from 1982-1984. From 1984-1987 he was associated with Merchants Investment Counseling Inc. as Director of Equity Strategy. He joined KM & Co. in 1987 and has been the firm?s Chief Investment Officer since 1997. Foster holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with medium market capitalizations. Under normal circumstances, 50% or more of the fund's investments will consist of common stocks of medium capitalization companies which typically have a market capitalization of between $1 billion to $10 billion. It may also invest in small capitalization companies and, from time to time, large capitalization. The fund invest at least 65% of total assets in common stocks and other equity securities. It may invest up to 20% of total assets in foreign instruments. |
| Last Dividend
(22-Dec-05):
| 0.05 | | Last Cap Gain
(13-Dec-07):
| 1.81 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 90.71% |
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| Expense | KMVAX | Category
Avg | | Total Expense Ratio: | 1.45%
| 1.36% | | Max 12b1 Fee: | 0.04%
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 478 | $623 | | 5 Yr Expense Projection*: |
$ 831 | $964 | | 10 Yr Expense Projection*: |
$ 1,827 | $1,949 |
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0.50% Nasdaq 
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