Old Mutual Copper Rock Emerging Gr Z
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Small Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 24.41M | | Year-to-Date Return: | 21.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Dec-05 |
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Tucker M. Walsh
Lead Manager since
29-Jul-05 | | | Walsh is a founding partner, chief executive officer and head of portfolio management at Copper Rock Capital Partners. Prior to Copper Rock, he was a managing director and head of the Small Cap Growth team at State Street Research. He managed a $2 billion portfolio for State Street Research?s institutional separate accounts and registered mutual funds. |
| 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 invests primarily in equity securities of emerging-growth companies. It invests in the equity securities of U.S. and foreign small- to mid-capitalization companies. The fund may invest in the common stocks, convertibles, depositary receipts, warrants, rights and preferred stocks. It may at times be invested primarily in small-cap stocks. The fund may invest in emerging growth companies of any size. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(12-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 283.83% | | Average for Category:
| 133.38% |
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| Expense | OMZRX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.20% Nasdaq 
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