Old Mutual Columbus Circle Tech & Com A 4643 South Ulster Street Suite 600 Denver CO 80237 Map
Phone: 888-772-2888
| Category: | Technology | | Fund Family: | Old Mutual Advisor | | Net Assets: | 1.84M | | Year-to-Date Return: | 61.89% | | Yield: | 1.11% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-03 |
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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. |
| 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 |
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| 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 313.69% | | Average for Category:
| 176.50% |
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| Expense | OATCX | Category 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 |
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