Masters' Select Smaller Companies
2020 E. Financial Way Suite 100 Glendora CA 91741
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Phone: 800-960-0188
| Category: | Small Growth | | Fund Family: | Masters' | | Net Assets: | 80.93M | | Year-to-Date Return: | 41.83% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-03 |
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Richard T. Weiss
Lead Manager since
30-Jun-03 | | | Weiss is the portfolio manager of Wells Capital Management, Inc. Prior to joining Wells Capital Management, he was a portfolio manager with Strong Capital Management (SCM) since 1991, and Vice Chairman of Strong Financial Corporation, SCM's parent corporation, since 2001. Prior to joining SCM he was a partner with Stein Roe & Farnham, where he began his investment career as a research analyst in 1975. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term growth of capital. The fund invests primarily in the securities of small and mid-sized U.S. companies, although the managers have limited flexibility to invest in the securities of foreign companies. It may invest a small portion of assets in stocks of companies based outside of the United States. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(5-Nov-08):
| 0.40 | | Annual Holdings Turnover
| 142.00% | | Average for Category:
| 133.38% |
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| Expense | MSSFX | 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 |
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0.20% Nasdaq 0.00%
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