AMF Large Cap Equity
230 W Monroe Street Chicago IL 60606
Map
Phone: 800-527-3713
| Category: | Large Blend | | Fund Family: | AMF | | Net Assets: | 76.68M | | Year-to-Date Return: | 13.50% | | Yield: | 1.39% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-53 |
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John J. McCabe
Lead Manager since
08-Jan-91 | | | McCabe is a senior vice president with Shay Asset Management, Inc., his employer since May 1995. Between 1991 and 1995, he served as a senior vice president and chief investment officer with Nationar. He also worked in various positions at Bankers Trust Co., including director of investment research and managing director of the investment management group. |
| Min Initial Investment: | $10,000 | | 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 capital appreciation; income is secondary consideration. The fund normally invests at least 80% of net assets in the equities of large-capitalization companies with market capitalizations in excess of $8 billion. It may invest up to 20% of assets in equity securities of smaller companies. For defensive purposes, the fund may invest up to 100% of assets temporarily in non-equity securities, such as investment grade corporate bonds, commercial paper and government securities. |
| Last Dividend
(28-Sep-09):
| 0.02 | | Last Cap Gain
(29-Dec-08):
| 0.14 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | IICAX | Category
Avg | | Total Expense Ratio: | 0.97%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 340 | $776 | | 5 Yr Expense Projection*: |
$ 590 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,306 | $2,371 |
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