Smith Group Large Cap Core Gr I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
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Phone: 888-572-0968
| Category: | Large Growth | | Fund Family: | BHR Institutional | | Net Assets: | 28.39M | | Year-to-Date Return: | 4.73% | | Yield: | 0.27% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-May-07 |
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John D. Brim
Lead Manager since
01-Jun-07 | | | Brim, Portfolio Manager, joined Smith Group in March 1998. Prior to that, he was a manager within the Institutional Investment Consulting Group of Deloitte & Touche, LLP from April 1997 to March 1998. Previously, he held a variety of positions, including senior client manager, with NationsBank Asset Management in Dallas from June 1990 to April 1997. Brim holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in U.S. common stocks and other equity securities of large capitalization companies defined as companies within the range of the capitalization of companies constituting the Russell 1000 Growth index. |
| Last Dividend
(30-Dec-08):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 110.55% |
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| Expense | BSLGX | Category
Avg | | Total Expense Ratio: | 0.79%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 573 | $672 | | 5 Yr Expense Projection*: |
$ 1,156 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,741 | $2,074 |
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0.16% Nasdaq 0.00%
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