MTB International Equity Instl I
100 East Pratt St. 15th Floor Pittsburgh PA 15237
Map
Phone: 800-836-2211
| Category: | Foreign Large Blend | | Fund Family: | MTB Group of Funds | | Net Assets: | 191.70M | | Year-to-Date Return: | 32.23% | | Yield: | 1.79% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Aug-03 |
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Barry A Lockhart
Lead Manager since
31-Aug-06 | | | Lockhart started in the investment industry as an investment analyst dealing with U.S. equities. Later he joined Canada Life Investment Management as a senior investment analyst with responsibilities in the U.S., Far East, European and Latin American equity markets. In 1997, Lockhart joined Indago Capital Management as a portfolio manager of foreign equities. Lockhart holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $1,000 |
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| The investment seeks long-term capital appreciation, primarily through a diversified portfolio of non-U.S. equity securities. The fund typically invests 80% of assets in a diversified portfolio of equity securities in at least eight countries other than the United States. These securities include common stocks, preferred stocks, and convertible securities. |
| Last Dividend
(22-Dec-08):
| 0.16 | | Last Cap Gain
(2-Dec-08):
| 0.30 | | Annual Holdings Turnover
| 105.00% | | Average for Category:
| 95.57% |
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| Expense | MVIEX | Category
Avg | | Total Expense Ratio: | %
| 1.39% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $702 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,070 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,132 |
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