Old Mutual Strategic Small Company Z
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Small Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 98.93M | | Year-to-Date Return: | 18.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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Tucker M. Walsh
Lead Manager since
03-Jan-06 | | | Walsh is a founding partner, chief executive officer and head of portfolio management at Copper Rock Capital Partners. Prior to Copper Rock, he was a managing director and head of the Small Cap Growth team at State Street Research. He managed a $2 billion portfolio for State Street Research?s institutional separate accounts and registered mutual funds. |
| 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 growth of capital. The fund normally invests at least 80% of assets in equities issued by small capitalization companies with growth prospects, companies with value characteristics, and companies that may have growth and value characteristics. It may invest in common stocks and preferred stocks. |
| Last Dividend
(10-Dec-09):
| 0.02 | | Last Cap Gain
(12-Dec-07):
| 2.70 | | Annual Holdings Turnover
| 160.62% | | Average for Category:
| 133.38% |
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| Expense | OSSCX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.83% Nasdaq 0.00%
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