Old Mutual Focused Z
4643 South Ulster Street Suite 600 Denver CO 80237
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Phone: 888-772-2888
| Category: | Large Blend | | Fund Family: | Old Mutual Advisor | | Net Assets: | 68.52M | | Year-to-Date Return: | 25.02% | | Yield: | 1.23% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Feb-99 |
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Jerome J. Heppelmann
Lead Manager since
12-Feb-99 | | | Heppelmann is a portfolio manager for OMCAP Investors where he is responsible for due diligence of investment strategy, process and research and serves as the portfolio manager of the OM Focused Fund. He has over fifteen years of investment experience and has managed the strategy since its inception. |
| 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 above-average total returns over a three to five year market cycle. The fund normally invests at least 80% of assets in equity securities of small, medium and large-cap companies. It generally invests in large cap companies with sustainable long-term growth prospects and currently modest relative valuations. The fund is nondiversified. |
| Last Dividend
(11-Dec-08):
| 0.24 | | Last Cap Gain
(11-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 309.24% | | Average for Category:
| 78.94% |
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| Expense | OBFVX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 306 | $776 | | 5 Yr Expense Projection*: |
$ 646 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,608 | $2,371 |
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0.77% Nasdaq 
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