Fifth Third Small Cap Growth Instl
38 Fountain Square Plaza Cincinnati OH 45263
Map
Phone: 800-282-5706
| Category: | Small Growth | | Fund Family: | Fifth Third | | Net Assets: | 41.10M | | Year-to-Date Return: | 26.59% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Nov-92 |
|
Scott Billeadeau
Lead Manager since
01-Feb-05 | | | 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: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of small-cap companies included in the Russell 2000 Growth index and companies with similar market capitalizations. It seeks to outperform the Russell 2000 Growth index over rolling five-year periods. |
| Last Dividend
(27-Dec-00):
| 0.00 | | Last Cap Gain
(7-Dec-07):
| 4.50 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 133.38% |
|
| Expense | KNEEX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
|
|
0.20% Nasdaq 
Profile
