RS Select Growth A 388 Market Street Suite 1700 San Francisco CA 94111 Map
Phone: 800-766-3863
| Category: | Small Growth | | Fund Family: | RS Funds | | Net Assets: | 59.38M | | Year-to-Date Return: | 38.59% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-96 |
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Allison Thacker
Lead Manager since
01-May-07 | | | Thacker is a portfolio manager with RS Investments, her employer since July 2000. Before that, she worked as a summer associate at Putnam Investments and as an analyst in the energy group at Merrill Lynch. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund typically invests in a portfolio of small- and mid-capitalization growth-oriented companies. It invests principally in equity securities of companies with market capitalizations of up to 120% of the market capitalization of the largest company included in the Russell 2500 index as of the most recent preceding June 30. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Dec-00):
| 1.23 | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 120.37% |
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| Expense | RSDGX | Category Avg | | Total Expense Ratio: | 1.72%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 991 | $675 | | 5 Yr Expense Projection*: |
$ 1,364 | $1,071 | | 10 Yr Expense Projection*: |
$ 2,409 | $2,161 |
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