Apex Mid Cap Growth
Bhirud Funds Inc6 Thorndal Circle, Suite 205
Map
Phone: 877-593-8637
| Category: | Small Growth | | Fund Family: | Bhirud | | Net Assets: | 181.35K | | Year-to-Date Return: | -8.16% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 3, 1992 |
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Suresh L. Bhirud
Lead Manager since Nov 3, 1992 | | | Bhirud has served as president of Bhirud Associates Inc. since 1991. Previously, he spent three years with Oppenheimer & Company and 15 years with First Boston Corporation. He served as chief investment strategist with both companies. Bhirud says he looks to buy growth stocks that have attractive valuations.
Bhirud holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth; current income is a secondary objective.
The fund normally invests at least 80% of assets in the equity securities of companies that management believes, based on fundamental research, have growth potential for revenues and earnings as well as multiple expansion. It invests at least 80% of total assets in common stocks of companies with medium market capitalizations similar to companies in the Russell Midcap® Index or the Standard & Poor's Midcap 400® Index. |
| Last Dividend
(Dec 28, 1993)
:
| 0.09 | | Last Cap Gain
(Dec 10, 2000)
:
| 0.51 | | Annual Holdings Turnover
(Oct 5, 2010)
:
| 53.41% | | Average for Category: | 68.79% |
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| Expense | BMCGX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 6.95% | 1.43% | | Prospectus Net Expense Ratio: | 7.74% | N/A | | Prospectus Gross Expense Ratio: | 7.74% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 2,228 | 611 | | 5 Yr Expense Projection*: | 3,613 | 984 | | 10 Yr Expense Projection*: | 6,758 | 2,017 |
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1.35%