Adams Harkness Small Cap Growth
P.O. Box 446 Portland, ME 04112
Map
Phone: 800-441-7031
| Category: | Small Growth | | Fund Family: | Adams Harkness Funds | | Net Assets: | 11.44M | | Year-to-Date Return: | 7.41% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Feb-04 |
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Mary Lisanti
Lead Manager since
27-Feb-04 | | | Lisanti has over 25 years of financial markets experience with a particular expertise in managing growth-oriented investment strategies in small and mid capitalization equities. Her accomplishments include being named "Fund Manager of the Year" by BARRON'S in 1996. She also was a top-ranked institutional investor analyst, and in 1989 she was ranked #1 for her work in small company research. Lisanti holds the chartered financial analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund typically invests at least 80% of net assets in the common stock of smaller, lesser-known companies whose stocks are traded in the U.S. markets. It normally invests in companies that are in an early stage or transitional point in their development and have above average prospects for growth. Smaller companies are defined as those with market capitalizations no greater than $3.0 billion at the time of their purchase. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(10-Dec-08):
| 0.27 | | Annual Holdings Turnover
| 521.00% | | Average for Category:
| 132.21% |
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| Expense | ASCGX | Category
Avg | | Total Expense Ratio: | 2.78%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 862 | $680 | | 5 Yr Expense Projection*: |
$ 1,469 | $1,078 | | 10 Yr Expense Projection*: |
$ 3,109 | $2,174 |
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0.16% Nasdaq 0.00%
Profile
