Old Mutual TS&W Mid-Cap Value Z
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Mid-Cap Value | | Fund Family: | Old Mutual Advisor | | Net Assets: | 73.56M | | Year-to-Date Return: | -3.52% | | Yield: | 0.52% | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Dec-08 |
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Brett P Hawkins
Lead Manager since
04-Jun-07 | | | Hawkins is a vice president with Thompson, Siegel & Walmsley, with his employment since 2001. Previously, he was employed with Arthur Andersen LLP and with First Union Securities, Inc. Hawkins holds the Chartered Financial Analyst and Certified Public Accountant designations. |
| 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: | $50 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of mid-cap companies with value characteristics. Mid-cap companies are those companies with market capitalizations similar to the companies in the Russell Mid-Cap Value index. It may invest in equity asset including common and preferred stocks. |
| Last Dividend
(10-Dec-09):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 107.20% |
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| Expense | OTMZX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.41% | | 3 Yr Expense Projection*: |
$ 701 | $694 | | 5 Yr Expense Projection*: |
$ 1,314 | $1,073 | | 10 Yr Expense Projection*: |
$ 2,971 | $2,072 |
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1.52% Nasdaq 0.00%
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