RS Smaller Company Growth Y
388 Market Street Suite 1700 San Francisco CA 94111
Map
Phone: 800-766-3863
| Category: | Small Growth | | Fund Family: | RS Funds | | Net Assets: | 1.44M | | Year-to-Date Return: | 29.13% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-07 |
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D. Scott Tracy
Lead Manager since
19-Jan-07 | | | Tracy has been a co-portfolio manager at RS Investments since 2007. Prior to joining the company in 2001, he spent three years at Shoreline Investment Management. He has also served as an equity analyst at Montgomery Securities. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests principally in equity securities. It normally invests at least 80% of assets in companies with market capitalizations up to that of the largest company included in the Russell 2000 index on the last day of the most recent quarter. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 169.00% | | Average for Category:
| 133.38% |
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| Expense | RSMYX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.02% Nasdaq 0.00%
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