Dynamic US Growth I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
Map
Phone: 888-572-0968
| Category: | Large Growth | | Fund Family: | BHR Institutional | | Net Assets: | 610.00K | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-09 |
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Noah Blackstein
Lead Manager since
02-Mar-09 | | | Blackstein is the portfolio manager for U.S. and global equities that include both an all cap strategy and an alpha strategy. He started with Goodman & Company in 1997. Blackstein holds the Chartered Financial Analyst designation. Portfolio Manager's Firm: Goodman & Company, Invest Counsel Ltd. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of U.S. companies chosen according to a growth oriented investment approach. It may invest in companies of any size, including small and mid capitalization companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | DWUGX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $672 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,053 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,074 |
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0.16% Nasdaq 0.00%
0.01 (0.08%) 
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