Old Mutual International Equity Inst
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Foreign Large Blend | | Fund Family: | Old Mutual Advisor | | Net Assets: | 67.72M | | Year-to-Date Return: | 21.68% | | Yield: | 2.17% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-05 |
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John R. Chisholm
Lead Manager since
11-Sep-06 | | | John joined Acadian in July 1987. He presently serves as Executive Vice President and co-Chief Investment Officer and is responsible for actively managing Acadian portfolios and developing quantitative techniques to value markets and securities. Earlier, John served as systems engineer at Draper Laboratories and as an analyst for International Asset Management Department at the State Street Bank and Trust Company. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of non-U.S. issuers. It allocates assets to securities of issuers located in at least three non-U.S. countries and may invest in both developed and emerging markets. Generally, the fund limits investments in any country to 25% or less of total assets. It may invest more than 25% of assets in issuers organized in Japan or the United Kingdom or in securities quoted or denominated in the Japanese yen, the British pound, or the euro. |
| Last Dividend
(18-Dec-08):
| 0.18 | | Last Cap Gain
(12-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 151.84% | | Average for Category:
| 95.57% |
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| Expense | OMXIX | Category
Avg | | Total Expense Ratio: | %
| 1.39% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $702 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,070 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,132 |
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