North Country Equity Growth
Gemini Fund Services, Llc. 450 Wireless Boulevard Hauppauge NY 11788
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Phone: 888-350-2990
| Category: | Large Growth | | Fund Family: | North Country Funds | | Net Assets: | 108.99M | | Year-to-Date Return: | 16.97% | | Yield: | 0.90% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
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Michael S. Dier
Lead Manager since
01-Mar-01 | | | Dier is a vice president of GFNB, serves as the chief investment officer of GFNB and the Adviser. He is chairman of the Investment Policy Committee of both GFNB and the Adviser and also has responsibility for selecting and monitoring the performance of the mutual funds offered by GFNB to 401(k) plan participants. Dier joined the Investment Department of GFNB in 1989 after working previously as a portfolio manager for growth and bond funds in the bank trust department of a competing financial institution. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of net assets in a diversified portfolio of equity securities of U.S. companies with mid to large-sized market capitalizations which the Adviser believes have demonstrated fundamental investment value and favorable growth prospects. It may invest up to 20% of net assets in U.S. government securities, repurchase agreements and high quality short-term debt and money market instruments. |
| Last Dividend
(30-Dec-08):
| 0.08 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
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| Expense | NCEGX | Category
Avg | | Total Expense Ratio: | 1.07%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 340 | $658 | | 5 Yr Expense Projection*: |
$ 590 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,306 | $2,035 |
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1.54% Nasdaq 
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