Old Mutual Large Cap Gr I
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Large Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 28.70M | | Year-to-Date Return: | 25.70% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Dec-06 |
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Mark D. Turner
Lead Manager since
03-Jan-06 | | | Mark D. Turner is President and Senior Portfolio Manager/Security Analyst of Turner, and co-founded Turner in 1990. He was previously Vice President and Senior Portfolio Manager with First Maryland Asset Management from 1985 to 1987. From 1982 to 1987; he served with Wachovia Investment Management. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of large cap companies with favorable growth prospects. It invests in no more than 40 large cap companies. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | OILLX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 681 | $672 | | 5 Yr Expense Projection*: |
$ 1,295 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,955 | $2,074 |
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