Artio US Smallcap I
330 Madison Ave C/O Artio Global Management LLC Milwaukee WI 53202
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Phone: 800-387-6977
| Category: | Small Growth | | Fund Family: | Artio Global | | Net Assets: | 3.44M | | Year-to-Date Return: | 51.33% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Jul-06 |
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Samuel A. Dedio
Lead Manager since
24-Jul-06 | | | Dedio lead portfolio manager, head of US Equity, Artio Global Management, 2005-present managing director, lead portfolio manager and head of US Micro, Small and Midcap Investment Management, Deutsche Asset Management, 1999-2006 senior industry analyst, Ernst & Young, LLP, 1997-1999 equity analyst, Evergreen Asset Management, 1994-1997 |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities and other securities with equity characteristics of U.S. small-capitalization or small-cap companies, as determined at the time of purchase. It generally invests in securities of companies within a market capitalization range of companies within the Russell 2000 index. The fund invests in securities of 40 to 70 companies. |
| Last Dividend
(27-Dec-06):
| 0.01 | | Last Cap Gain
(27-Dec-07):
| 3.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.21% |
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| Expense | JSCIX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 718 | $680 | | 5 Yr Expense Projection*: |
$ 1,339 | $1,078 | | 10 Yr Expense Projection*: |
$ 3,013 | $2,174 |
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0.16% Nasdaq 0.00%
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