Rigel US Equity Large Cap Growth
U.S Bancorp Fund Services, LLC 615 E Michigan Street Milwaukee WI 53202
Map
Phone: 866-977-4435
| Category: | Large Growth | | Fund Family: | Advisor Series Trust | | Net Assets: | 37.45M | | Year-to-Date Return: | 7.88% | | Yield: | 0.21% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-06 |
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John Corby
Lead Manager since
31-May-06 | | | Corby plays a leadership role in the advisor's risk control and quantitative screening. He has 21 years of diverse investment experience, including portfolio management positions and client management responsibilities. Before joining the advisor in October 2004, Corby spent 17 years at Provident Investment Counsel where his most recent position was managing director. Corby holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $500,000 | | Min Initial Investment, AIP: | $500,000 | | Min Subsequent Investment: | $25,000 | | Min Subsequent Investment, IRA: | $25,000 | | Min Subsequent Investment, AIP: | $1,000 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in a diversified portfolio of growth-oriented domestic common stocks of large-cap companies for long-term capital gains. The Advisor considers a large-cap company to be one that has a market capitalization of greater than $5 billion. It invests primarily in equity securities of established companies. The fund may invest up to 10% of its assets in American Depositary Receipts (?ADRs?). |
| Last Dividend
(18-Dec-08):
| 0.07 | | Last Cap Gain
(20-Dec-07):
| 2.47 | | Annual Holdings Turnover
| 316.00% | | Average for Category:
| 110.55% |
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| Expense | RGLLX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 322 | $672 | | 5 Yr Expense Projection*: |
$ 558 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,236 | $2,074 |
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0.16% Nasdaq 0.00%
0.02 (0.05%) 
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