Old Mutual Analytic US Long/Short Inst
4643 South Ulster Street Suite 600 Denver CO 80237
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Phone: 888-772-2888
| Category: | Large Blend | | Fund Family: | Old Mutual Advisor | | Net Assets: | 24.13M | | Year-to-Date Return: | 16.86% | | Yield: | 0.31% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Dec-06 |
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Dennis M. Bein
Lead Manager since
01-Oct-96 | | | Bein is a chief investment officer and a portfolio manager, has been a member of the U.S. equity team since joining Analytic 12 years ago. He is responsible for management and oversight of the implementation of the firm's investment strategies. Prior to joining Analytic Investors, Dennis was a senior consultant for AG Risk Management, Analysis Group's investment consulting subsidiary. Dennis holds Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | 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 above average total return. The fund normally invests at least 80% of net assets in equity securities of companies whose securities are traded in U.S. markets. It generally invests in large- and mid-cap companies. The fund may invest in long and short positions of publicly traded equity securities. Its long equity exposure equals to approximately 120% of assets and short equals to approximately 20%. |
| Last Dividend
(10-Dec-09):
| 0.12 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 184.31% | | Average for Category:
| 78.74% |
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| Expense | OISLX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.47% Nasdaq 
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