Old Mutual Growth Z
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Mid-Cap Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 336.89M | | Year-to-Date Return: | 46.06% | | Yield: | 7.24% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Dec-85 |
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Christopher K. McHugh
Lead Manager since
03-Jan-06 | | | ? MBA - Finance (Saint Joseph?s University); BS - Accounting (Philadelphia University) ? 23 years experience ? Co-founded Turner in 1990 ? Previous employment: Provident Capital Management ? Board of Trustees - Philadelphia University ? Affiliate member of CFA Society of Philadelphia |
| 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 capital appreciation. The fund normally invests at least 65% of assets in equities of small and medium cap companies with favorable growth prospects. It primarily invests in mid-cap companies. The fund may invest in both common stocks and preferred stocks. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 110.70% | | Average for Category:
| 132.16% |
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| Expense | OBHGX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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