Brandywine Advisors Midcap Growth
3711 Kennett Pike Greenville DE 19807
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Phone: 877-636-6460
| Category: | Mid-Cap Growth | | Fund Family: | Brandywine | | Net Assets: | 140.96M | | Year-to-Date Return: | 0.94% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-00 |
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Bill D'Alonzo
Lead Manager since
31-Oct-00 | | | Bill D?Alonzo has 23 years? experience, 20 of which are at Friess Associates. He began his career in the trust department of PNC Bank, formerly Bank of Delaware, after earning a bachelor of science degree in Business Management from Widener University, where he later received a masters of business administration with a concentration in Finance. Bill serves as Vice President of Brandywine and Brandywine Blue Funds, and serves in the ?Helmsman? position that oversees the trust department . |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies with market capitalization between $2 billion and $15 billion. It invests in companies in a broad range of industries but generally focus on companies whose earnings are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(28-Dec-07):
| 0.27 | | Annual Holdings Turnover
| 198.00% | | Average for Category:
| 130.04% |
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| Expense | BWAFX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.46% | | Max 12b1 Fee: | 0.06%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 378 | $716 | | 5 Yr Expense Projection*: |
$ 654 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,443 | $2,071 |
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0.16% Nasdaq 0.00%
0.03 (0.44%) 
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