Piedmont Select Equity
C/O Ultimus Fund Solutions, LLC 225 Pictoria Drive, Suite 450 Ciincinnati OH 45246
Map
Phone: 888-859-5865
| Category: | Large Growth | | Fund Family: | Piedmont | | Net Assets: | 17.13M | | Year-to-Date Return: | 17.95% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Apr-05 |
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David B. Gilbert
Lead Manager since
20-Jul-06 | | | Gilbert is an executive vice president of Sheets, Smith & Associates, Inc. Prior to this, he was president and co-founder of Salem Investment Counselors, Inc. Gilbert has also provided financial and tax planning for approximately 20 high net worth individuals. Gilbert's earlier experiences include serving as vice president in Capital Management of Wachovia Bank and Trust Company, N.A. in Winston Salem. Gilbert holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests primarily in common stocks of large and medium capitalization companies. It invests at least 80% of net assets in common stocks, preferred stocks and/or securities convertible into such stocks. The fund may invest in foreign securities or in the over-the-counter markets. It may invest in foreign securities if they are traded on a U.S. securities exchange or over-the-counter market. The fund is nondiversified. |
| Last Dividend
(31-Dec-07):
| 0.01 | | Last Cap Gain
(15-Dec-06):
| 0.04 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 112.30% |
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| Expense | PSVFX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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