Fifth Third Structured Large Cap Plus C
38 Fountain Square Plaza Cincinnati OH 45263
Map
Phone: 800-282-5706
| Category: | Large Blend | | Fund Family: | Fifth Third | | Net Assets: | 20.00K | | Year-to-Date Return: | 5.51% | | Yield: | 0.71% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Oct-01 |
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Mark Koenig
Lead Manager since
01-Feb-05 | | | Koenig is a portfolio manager with Fifth Third Asset Management, Inc. He joined FTAM in 2005 and has 13 years of investment experience. He is currently managing director of Quantitative Strategies for the firm. Koenig was director of Quantitative Analysis at the National City Investment Management Co. from 1999 - 2004. From 1995 - 1998, he was a quantitative analyst with National City Bank. Koenig holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation; current income is a secondary objective. The fund normally invests at least 80% of assets in equity securities of large cap companies. Large capitalization companies are defined as U.S. companies included in the S&P 500(R) index and companies with similar market capitalizations. It does not intend to engage in short sales until the possible litigation described above is resolved. The Fund intends to maintain an approximate net 100% long exposure to the equity market. Its long positions and their equivalents will generally range between 100% and 150% of the value of net assets. |
| Last Dividend
(25-Sep-09):
| 0.01 | | Last Cap Gain
(7-Dec-07):
| 0.08 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | FCLVX | Category
Avg | | Total Expense Ratio: | 2.51%
| 1.09% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 832 | $774 | | 5 Yr Expense Projection*: |
$ 1,437 | $1,287 | | 10 Yr Expense Projection*: |
$ 3,072 | $2,366 |
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