Old Mutual TS&W Small Cap Value Z
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Small Blend | | Fund Family: | Old Mutual Advisor | | Net Assets: | 72.11M | | Year-to-Date Return: | 12.07% | | Yield: | 0.11% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jul-03 |
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Frank H. Reichel III
Lead Manager since
25-Jul-03 | | | Reichel worked in TS&W since August 2000. Prior, he worked with Stratton Management Company for 7 years. Reichel is a member of both the Association for Investment Management and Research, and the International Society of Financial Analysts. Reichel holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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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 of small cap companies with value characteristics which are undervalued. It may invest in common and preferred stocks. |
| Last Dividend
(10-Dec-09):
| 0.03 | | Last Cap Gain
(11-Dec-08):
| 1.70 | | Annual Holdings Turnover
| 139.92% | | Average for Category:
| 91.53% |
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| Expense | OSMVX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.20% Nasdaq 
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