MTB Small-Cap Growth A
100 East Pratt St. 15th Floor Pittsburgh PA 15237
Map
Phone: 800-836-2211
| Category: | Small Growth | | Fund Family: | MTB Group of Funds | | Net Assets: | 35.37M | | Year-to-Date Return: | 30.83% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 16-May-96 |
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James Thorne
Lead Manager since
22-Aug-03 | | | Thorne has been a vice president and portfolio manager of MTBIA since April 2003, concentrating on equity selections as well as economic forecasting in addition to his portfolio management duties. Thorne has also been a vice president of M&T Bank since February 2001. From February 1994 through December 2000, he was portfolio manager at Caldwell Securities Investment Management. Prior to 1994, Thorne was a professor at the Schulich School of Business and at Bishops University. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation. The fund may engage in short sales transactions on securities in order to take advantage of an anticipated decline in the security's price or to hedge against its potential price volatility. It normally invests at least 80% of the value of net assets in equity securities of small-cap companies. The fund may also invest a limited percentage of assets in foreign securities and fixed-income securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(4-Dec-07):
| 3.05 | | Annual Holdings Turnover
| 865.00% | | Average for Category:
| 120.37% |
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| Expense | ARPAX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 1,053 | $675 | | 5 Yr Expense Projection*: |
$ 1,417 | $1,071 | | 10 Yr Expense Projection*: |
$ 2,438 | $2,161 |
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1.51% Nasdaq 
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