MTB Short-Term Corp Bond Instl I
100 East Pratt St. 15th Floor Pittsburgh PA 15237
Map
Phone: 800-836-2211
| Category: | Short-Term Bond | | Fund Family: | MTB Group of Funds | | Net Assets: | 91.82M | | Year-to-Date Return: | 7.56% | | Yield: | 2.72% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-96 |
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Wilmer C. Stith III
Lead Manager since
01-Jan-98 | | | Stith has been a vice president and portfolio manager of MTBIA since 1996. He manages separate account money market-style accounts, assists in the management of the money market portfolios and is responsible for analyzing and trading various fixed-income securities. He has more than 10 years of experience in the investment industry. Stith holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $1,000 |
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| The investment seeks current income. The fund normally invests at least 80% of assets in US Corporate fixed-income securities. It may also invest up to 15% of total assets in lower-related debt securities. The fund may engage in credit default swap transactions for the purpose of hedging the Fund's portfolio against anticipated market trends or to enhance the value of the portfolio through the anticipated capital appreciation of the swap investment. |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(9-Dec-99):
| 0.01 | | Annual Holdings Turnover
| 94.00% | | Average for Category:
| 114.02% |
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| Expense | MVSTX | Category
Avg | | Total Expense Ratio: | %
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.62% | | Max Deferred Sales Load: | %
| 2.12% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $406 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $646 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,332 |
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