Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, December 24, 2009, 10:02PM ET - U.S. Markets closed early today. Dow Up 0.51% Nasdaq Up 0.71%
Frontegra IronBridge SMID Instl (IBSMX)On Dec 24: 9.85  Up 0.05 (0.51%)  
MORE ON IBSMX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Frontegra IronBridge SMID Instl
U.S. Bancorp Fund Services, LLC 615 East Michigan Street, Third Floor Milwaukee, WI 5
Map
Phone: 888-825-2100
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Mid-Cap Growth
Fund Family:Frontegra Funds
Net Assets:387.49M
Year-to-Date Return:19.61%
Yield:0.09%
Morningstar Rating:3 stars
Fund Inception Date:31-Dec-04
MORNINGSTAR STYLE BOX 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Christopher Faber
Lead Manager since 31-Dec-04
Faber became a founding member of HOLT Portfolio Advisory and worked with portfolio managers all over the United States educating them on the benefits of the CFROI? Valuation Model. He became a founding partner at HOLT Value Associates L.P. in 1991. Chris spent 6 years in London working with European portfolio managers. In 1999, Chris founded IronBridge Capital Management.
INVESTMENT INFORMATION 
Min Initial Investment:$100,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$1,000
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
IBSMX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies with small-to-medium market capitalizations of between $100 million and $10 billion.
FUND OPERATIONS 
Last Dividend (18-Dec-08): 0.01
Last Cap Gain (18-Dec-08): 0.08
Annual Holdings Turnover 46.00%
Average for Category: 132.16%
FEES & EXPENSES 
ExpenseIBSMXCategory
Avg
Total Expense Ratio:% 1.46%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.68%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$707
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,038
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,057
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials