Riverfront Long-Term Growth Inv 777 East Wisconsin Avenue Milwaukee WI 53202 Map
Phone: 866-442-2473
| 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 |
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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. |
| 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 |
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| 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. |
| Last Dividend
(26-Dec-08):
| 0.09 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 13.30% | | Average for Category:
| 91.32% |
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| Expense | RLTSX | Category 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 |
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