Artio US Multicap I
Artio Global Investment Funds330 Madison AvenueMilwaukee, WI 53202
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Phone: 800-387-6977
| Category: | Large Growth | | Fund Family: | Artio Global | | Net Assets: | 3.77M | | Year-to-Date Return: | 10.69% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 23, 2006 |
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Samuel A. Dedio
Lead Manager since Jul 23, 2006 | | | Samuel Dedio joined Artio Global Management LLC's predecessor organization, Julius Baer, in 2006 as a Senior Portfolio Manager focusing on US micro, small and midcap equities. Prior to this, he spent six years at Deutsche Asset Management, most recently as Managing Director, Lead Portfolio Manager and Head of US Small and Midcap Investment Management. His previous positions also include Senior Industry Analyst at Ernst & Young, LLP and Equity Analyst with both Evergreen Asset Management and Standard & Poor's Corp. Samuel received a Masters of Science in Accounting from American University's Kogod School of Business and a BA in Business Administration from William Paterson University. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | 1,000,000 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks the long term growth of capital.
The fund normally invests in U.S. equity securities of companies of all sizes. It normally will invest at least 80% of its net assets (including equity related futures, options, swaps and other instruments as well as borrowings for investment purposes) in U.S. equity securities. The fund invests in companies of varying market capitalizations that the adviser believes offer long-term capital appreciation potential. It invests in "growth" and "value" securities. The fund may engage in active and frequent trading of portfolio securities to achieve its investment objective. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 27, 2011)
:
| 0.00 | | Annual Holdings Turnover
(Oct 30, 2012)
:
| 157.00% | | Average for Category: | 61.12% |
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| Expense | JMLIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.00% | 1.24% | | Prospectus Net Expense Ratio: | 1.00% | N/A | | Prospectus Gross Expense Ratio: | 2.04% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 539 | 579 | | 5 Yr Expense Projection*: | 1,002 | 913 | | 10 Yr Expense Projection*: | 2,286 | 1,832 |
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0.08%