Brazos Growth 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: | 1.92M | | Year-to-Date Return: | 27.82% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-00 |
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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 |
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| The investment seeks capital growth. The fund seeks to identify earnings growth in growth companies before it is reflected in those companies' stock price. It invests primarily in equity securities of companies including, for example, common stock and securities convertible into common stock. The fund invests across numerous industry sectors with no industry sector representing more than 25% of the value of the portfolio. |
| Last Dividend
(14-Dec-07):
| 0.08 | | Last Cap Gain
(28-Dec-00):
| 0.49 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | BMUAX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.46% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 431 | $716 | | 5 Yr Expense Projection*: |
$ 756 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,677 | $2,071 |
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1.23% Nasdaq 
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