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Saturday, December 19, 2009, 6:17AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Old Mutual Columbus Circle Tech & Com A (OATCX)On Dec 4: 15.05  Up 0.15 (1.01%)  
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Profile  As of 30-Nov-09Get Profile for:
Old Mutual Columbus Circle Tech & Com A
4643 South Ulster Street Suite 600 Denver CO 80237
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Phone: 888-772-2888
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FUND OVERVIEW 
Category:Technology
Fund Family:Old Mutual Advisor
Net Assets:1.84M
Year-to-Date Return:61.89%
Yield:1.11%
Morningstar Rating:4 stars
Fund Inception Date:30-Sep-03
MORNINGSTAR STYLE BOX 
Technology
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Anthony Rizza
Lead Manager since 01-Jan-06
Rizza is a Senior Managing Director and equity owner of Columbus Circle. He has managed the firm?s Large Cap Growth product since January 1998. Rizza holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500
Min Initial Investment, IRA:$2,000
Min Initial Investment, AIP:$500
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$25
OATCX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities of companies in the technology and communications sectors of the stock market. The fund is nondiversified.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 313.69%
Average for Category: 176.50%
FEES & EXPENSES 
ExpenseOATCXCategory
Avg
Total Expense Ratio:% 1.84%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.75% 5.37%
Max Deferred Sales Load:% 2.68%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$728
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,139
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,262
* Per $10,000 invested


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