Advance Capital I Equity Growth Instl
One Towne Square Suite 444 Southfield MI 48076
Map
Phone: 800-345-4783
| Category: | Mid-Cap Growth | | Fund Family: | Advance Capital I | | Net Assets: | 130.00K | | Year-to-Date Return: | 31.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-May-07 |
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Donald J Peters
Lead Manager since
29-Dec-93 | | | Peters is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He manages major institutional relationships in the structured active and tax-efficient strategies. He is a vice president of T. Rowe Price Group, Inc. Mr. Peters has 22 years of investment experience, 15 of which have been with T. Rowe Price. Prior to joining the firm in 1993, he was a portfolio manager for Geewax, Terker and Company. |
| Min Initial Investment: | $250,000 | | 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 capital growth. The fund normally invests at least 80% of assets in common stocks with a focus on small- and medium-sized growth companies, not including stock index futures and options. Small companies are companies with market capitalization less than $3.3 billion. Medium-sized companies are companies with market capitalization in the range of companies comprising the S&P MidCap 400 index or the Russell Midcap Growth index at the time of purchase. The management uses a combination of top-down quantitative models and fundamental bottom-up research to select companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(31-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 130.04% |
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| Expense | ADENX | Category
Avg | | Total Expense Ratio: | 0.80%
| 1.46% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 255 | $716 | | 5 Yr Expense Projection*: |
$ 444 | $1,049 | | 10 Yr Expense Projection*: |
$ 990 | $2,071 |
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0.16% Nasdaq 0.00%
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