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Wednesday, November 25, 2009, 3:43AM ET - U.S. Markets open in 5 hours and 47 minutes. Dow Down 0.16% Nasdaq  0.00%
Riverfront Long-Term Growth Inv (RLTSX)On Nov 24: 13.14  Down 0.06 (0.45%)  
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Profile  As of 31-Oct-09Get Profile for:
Riverfront Long-Term Growth Inv
777 East Wisconsin Avenue Milwaukee WI 53202
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Phone: 866-442-2473
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FUND OVERVIEW 
Category:World Stock
Fund Family:Baird
Net Assets:10.80M
Year-to-Date Return:18.51%
Yield:0.69%
Morningstar Rating:N/A
Fund Inception Date:28-Oct-08
MORNINGSTAR STYLE BOX 
World Stock
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MANAGEMENT INFORMATION 
Doug Sandler
Lead Manager since 28-Oct-08
Sandler is a portfolio manager of Riverfront.He is primarily responsible for determining the specific economic sectors and domestic equity securities and related ETFs to buy and sell for the Fund.Sandler oversees a team of equity portfolio managers and research analysts who make investment recommendations. Previously, Sandler was Chief Equity Strategist for Wachovia Securities since 2001. Sandler holds Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500
Min Initial Investment, IRA:$1,000
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$100
Min Subsequent Investment, IRA:$100
Min Subsequent Investment, AIP:N/A
RLTSX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks long-term capital appreciation The Fund invests at least 80% of net assets directly or through exchange-traded funds (?ETFs?) in common stocks of domestic and foreign companies across varying market capitalization ranges, styles and economic sectors. Normally, it invests a significant percentage (up to 40%) of net assets in international equities, including stocks of companies in emerging markets.
FUND OPERATIONS 
Last Dividend (26-Dec-08): 0.09
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 13.30%
Average for Category: 91.32%
FEES & EXPENSES 
ExpenseRLTSXCategory
Avg
Total Expense Ratio:1.15% 1.51%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:% 5.35%
Max Deferred Sales Load:% 2.53%
3 Yr Expense Projection*: $ 365$729
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,136
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,279
* Per $10,000 invested


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