Stewart Capital Mid Cap
800 Philadelphia Street
Map
Phone: 877-420-4440
| Category: | Mid-Cap Value | | Fund Family: | Stewart Capital | | Net Assets: | 18.46M | | Year-to-Date Return: | 34.28% | | Yield: | 0.74% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Dec-06 |
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Charles G. Frank
Lead Manager since
29-Dec-06 | | | Frank is a senior portfolio manager and has been associated with the adviser, Stewart Capital Advisors, LLC, or its affiliates for over 20 years. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies. It normally invests at least 80% of net assets in common stocks of mid-capitalization companies whose stock prices, the fund's adviser believes, are lower than the actual value of the companies. The fund focuses on a limited number of stocks, and expects to invest in from 30 to 60 mid-capitalization companies. It may also invest in depositary receipts. |
| Last Dividend
(29-Sep-09):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 58.86% | | Average for Category:
| 91.15% |
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| Expense | SCMFX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.25%
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 1,721 | $661 | | 5 Yr Expense Projection*: |
$ 3,001 | $1,033 | | 10 Yr Expense Projection*: |
$ 6,018 | $2,042 |
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1.23% Nasdaq 
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