Rockland Small Cap Growth
1235 Westlakes Dr. Suite 280 Berwyn PA 19312
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Phone: 800-497-3933
| Category: | Small Growth | | Fund Family: | Rockland Funds Trust | | Net Assets: | 6.64M | | Year-to-Date Return: | 6.44% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Dec-96 |
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Richard H. Gould
Lead Manager since
02-Dec-96 | | | Gould is president, chief investment officer, and portfolio manager at Gould Investment Partners, which he founded in 2004. Prior, he was a portfolio manager and analyst at Greenville Capital Management and PNC Investment Management. Gould holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks capital appreciation. The fund invests at least 80% of net assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) within the capitalization range of the Russell 2000(R) Growth index at the time of purchase. |
| Last Dividend
(31-Dec-96):
| 0.02 | | Last Cap Gain
(5-Dec-00):
| 5.52 | | Annual Holdings Turnover
| 246.00% | | Average for Category:
| 132.21% |
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| Expense | RKGRX | Category
Avg | | Total Expense Ratio: | 1.86%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 585 | $680 | | 5 Yr Expense Projection*: |
$ 1,006 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,180 | $2,174 |
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0.34% Nasdaq 0.00%
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