GKM Growth
C/O Ultimus Fund Solutions, LLC225 Pictoria Drive, Suite 450Cincinnati OH 45246
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Phone: 888-456-9518
| Category: | Large Growth | | Fund Family: | GKM | | Net Assets: | 30.55M | | Year-to-Date Return: | -1.47% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-2001 |
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Timothy J. Wahl
Lead Manager since
28-Dec-2001 | | | Wahl assisted in the formation of the adviser in January 2000. Prior to joining the firm, he operated his own money management firm, Wahl Financial. Wahl spent five years as an OTC market maker with Gruntal Securities then Cruttenden Roth.
He received his CPA designation while working as an auditor with Deloitte & Touche. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation.
The fund invests primarily in a diversified portfolio of common stocks from small-, medium- and large-capitalization companies. It may invest across a range of industries, certain sectors are likely to be overweighted compared to others because the adviser seeks best investment opportunities regardless of sector. The fund may invest in companies with short operating histories, referred to as "new issuers." |
| Last Dividend
(31-Dec-07):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
(18-Mar-10):
| 12.00% | | Average for Category:
| 109.62% |
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| Expense | GKMGX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ 536 | $66 | | 5 Yr Expense Projection*: |
$ 923 | $104 | | 10 Yr Expense Projection*: |
$ 2,009 | $207 |
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0.35% Nasdaq 
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