Frontegra IronBridge SMID
U.S. Bancorp Fund Services, LLC 615 East Michigan Street, Third Floor Milwaukee, WI 5
Map
Phone: 888-825-2100
| Category: | Mid-Cap Blend | | Fund Family: | Frontegra Funds | | Net Assets: | 374.49M | | Year-to-Date Return: | 22.34% | | Yield: | 0.09% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-04 |
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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. |
| 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 |
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| 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. |
| Last Dividend
(18-Dec-08):
| 0.01 | | Last Cap Gain
(18-Dec-08):
| 0.08 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 81.37% |
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| Expense | IBSMX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 305 | $630 | | 5 Yr Expense Projection*: |
$ 530 | $972 | | 10 Yr Expense Projection*: |
$ 1,177 | $1,959 |
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1.47% Nasdaq 
0.01 (0.11%) 
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