Capital Advisors Growth
U.S Bancorp Fund Services, LLC 615 E Michigan Street Milwaukee WI 53202
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Phone: 866-205-0523
| Category: | Large Growth | | Fund Family: | Advisor Series Trust | | Net Assets: | 18.37M | | Year-to-Date Return: | 14.29% | | Yield: | 0.05% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-99 |
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Keith C. Goddard
Lead Manager since
29-Apr-04 | | | Goddard is a president and chief executive officer of Capital Advisors, Inc. He joined Capital Advisors, Inc as a research and portfolio manager in 1991. Goddard also serves as president and registered options principal for Minshall & Company, Inc. Goddard holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies and in securities of foreign companies that are traded in the U.S. It invests in companies with prospects for above-average earnings growth over an extended period of time. The fund is nondiversified. |
| Last Dividend
(18-Dec-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 83.95% | | Average for Category:
| 110.55% |
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| Expense | CIAOX | Category
Avg | | Total Expense Ratio: | 1.33%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 421 | $672 | | 5 Yr Expense Projection*: |
$ 729 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,601 | $2,074 |
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0.16% Nasdaq 0.00%
0.02 (0.13%) 
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