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Wells Fargo Advantage Large Co Core Inv (SGRIX)

13.93 Up 0.04(0.29%) Jul 24

Profile as of Jun 29, 2014Get Profile for:
Wells Fargo Advantage Large Co Core Inv
FundVantage Trust (TW)
Map
Phone: 866-632-9904
Fund Overview 
Category:Small Growth
Fund Family:Montibus Capital Management LLC
Net Assets:33.30M
Year-to-Date Return:0.00%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:Nov 1, 2007
Morningstar Style Box 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
Management Information 
Kenneth A. Korngiebel
Lead Manager since Nov 1, 2007
Mr. Korngiebel is the CIO and Lead Portfolio Manager. Prior to joining TWAM, he served as Managing Director at Columbia Management and was the Lead Portfolio Manager of its small, small/mid and mid cap growth strategies. Prior to Columbia Management, he held positions in private equity and commercial real estate. He holds a BA in Economics from Stanford University and an MBA, with a focus on finance, from the Wharton School. He is a member of the Portland Society of Financial Analysts.
Investment Information 
Min Initial Investment:100,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
SGRIX can be purchased from 20 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in a diversified portfolio of equity securities of small capitalization U.S. companies. The Adviser considers small capitalization companies to be those with market capitalizations within the range of the market capitalization of companies in the Russell 2000® Index.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 9, 2013) : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 92.93%
Average for Category:58.34%
Fees & Expenses 
ExpenseSGRIXCategory Avg
Annual Report Expense Ratio (net):1.10%1.37%
Prospectus Net Expense Ratio:1.05%N/A
Prospectus Gross Expense Ratio:2.64%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.47%
Max Deferred Sales Load: N/A2.24%
3 Yr Expense Projection*:507673
5 Yr Expense Projection*:1,1051,047
10 Yr Expense Projection*:2,7272,062
* Per $10,000 invested