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    RS Select Growth A (RSDGX)

    43.59 Up 0.42(0.97%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    RS Select Growth A
    RS Investment Trust388 Market Street, Suite 1700San Francisco, CA 94111
    Phone: 800-766-3863
    Fund Overview 
    Category:Small Growth
    Fund Family:RS Funds
    Net Assets:606.21M
    Year-to-Date Return:-2.11%
    Morningstar Rating:4 stars
    Fund Inception Date:Aug 1, 1996
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    D. W. Tracy
    Lead Manager since May 1, 2007
    Mr. Tracy joined RS Investments and has been a member of the RS Growth Team since 2001. Prior to joining RS Investments in 2001, he spent three years at Shoreline Investment Management, the in house asset management arm of Hewlett-Packard. He has also served as an equity analyst at Montgomery Securities. Mr. Tracy holds a B.A. in history from Trinity College and an M.B.A. from the University of California at Berkeley. He is also a Chartered Financial Analyst.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    RSDGX can be purchased from 136 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth. The fund typically invests in a portfolio of small- and mid-capitalization growth-oriented companies. It typically invests most of its assets in equity securities of U.S. companies but may also invest any portion of its assets in foreign securities. The fund invests principally in equity securities of companies with market capitalizations (at the time of purchase) of either up to $8 billion or 120% of the market capitalization of the largest company included in the Russell 2500® Index.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 16, 2015) : 0.00
    Annual Holdings Turnover (May 25, 2016) : 88.00%
    Average for Category:65.17%
    Fees & Expenses 
    ExpenseRSDGXCategory Avg
    Annual Report Expense Ratio (net):1.40%1.30%
    Prospectus Net Expense Ratio:1.40%N/A
    Prospectus Gross Expense Ratio:1.44%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.75%5.46%
    Max Deferred Sales Load: N/A1.96%
    3 Yr Expense Projection*:905540
    5 Yr Expense Projection*:1,221873
    10 Yr Expense Projection*:2,1141,800
    * Per $10,000 invested