Brazos Mid Cap N
5949 Sherry Lane Suite 1600 New York, NY 10017
Map
Phone: 800-426-9157
| Category: | Mid-Cap Growth | | Fund Family: | Brazos Mutual Funds | | Net Assets: | 440.00K | | Year-to-Date Return: | 13.88% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-00 |
|
Michael S. Allocco
Lead Manager since
01-Mar-05 | | | Allocco is the portfolio manager of Brazos Capital Management, L.P. He was a senior technology analyst and portfolio manager of HLM Management Company from 2000 to 2003 and work for Dain Rauscher Wessels from 1997 to 2003. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks capital appreciation. The fund normally invests 80% of net assets in stocks of middle capitalization issuers with market capitalizations between $1.0 billion and $12 billion or within the range of the companies represented in the Russell Mid Cap Growth index. It invests across numerous industry sectors with no industry sector representing more than 25% of the value of the portfolio. |
| Last Dividend
(15-Dec-06):
| 0.06 | | Last Cap Gain
(14-Dec-07):
| 2.07 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
|
| Expense | BMCNX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.46% | | Max 12b1 Fee: | 0.02%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 432 | $716 | | 5 Yr Expense Projection*: |
$ 762 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,695 | $2,071 |
|
|
0.16% Nasdaq 0.00%
Profile
