Consulting Group Small Cap Growth 222 Delaware Avenue 7 Th Floor Wilmington DE 19801 Map
Phone: 800-444-4273
| Category: | Small Growth | | Fund Family: | Smith Barney | | Net Assets: | 375.90M | | Year-to-Date Return: | 29.59% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-91 |
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Ken F. McCain
Lead Manager since
01-Jul-97 | | | McCain is a member of the firm?s Board of Directors and the Investment Strategy Group. As a portfolio manager, he specializes in Technology stocks. Over the course of Mr. McCain?s 37-year investment career, he has specialized in smaller capitalization growth companies with particular emphasis on leading-edge technologies and innovative consumer companies. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $5,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in the equity securities of small capitalization companies or in other investments with similar economic characteristics. It considers small capitalization companies to be companies with market capitalizations not exceeding $3 billion or the highest month-end market capitalization value of any stock in the Russell 2000 index for the previous 12 months, whichever is greater. The fund may invest up to 10% of assets in foreign securities that are not traded on a U.S. exchange or the u.s. over-the-counter market. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(15-Dec-00):
| 4.31 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 133.38% |
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| Expense | TSGUX | 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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