RS Mid Cap Growth A
388 Market Street Suite 1700 San Francisco CA 94111
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Phone: 800-766-3863
| Category: | Mid-Cap Growth | | Fund Family: | RS Funds | | Net Assets: | 59.13M | | Year-to-Date Return: | 28.02% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jul-95 |
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Allison Thacker
Lead Manager since
31-Jul-08 | | | 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 invests principally in equity securities. It normally invests at least 80% of assets in mid-cap companies which has a market capitalization of at least $1.5 billion and at most 120% of the market capitalization of the largest company included in the Russell Midcap index. |
| Last Dividend
(6-Dec-01):
| 0.10 | | Last Cap Gain
(18-Dec-08):
| 0.26 | | Annual Holdings Turnover
| 281.00% | | Average for Category:
| 125.67% |
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| Expense | RSMOX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.45% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 885 | $714 | | 5 Yr Expense Projection*: |
$ 1,184 | $1,046 | | 10 Yr Expense Projection*: |
$ 2,032 | $2,067 |
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1.55% Nasdaq 
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