Symons Small Cap Inst
c/o Unified Fund Services, Inc. P.O. Box 6110 Indianapolis, Indiana 46206-6110
Map
Phone: 877-679-6667
| Category: | Small Blend | | Fund Family: | Symons | | Net Assets: | 1.73M | | Year-to-Date Return: | 36.35% | | Yield: | 0.08% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-08 |
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Colin E. Symons
Lead Manager since
19-May-08 | | | Symons is a chief investment officer and portfolio manager of Symons Capital Management, Inc. He oversees and is responsible for the company's independent equity research. Symons joined the company in 1997 after working as a software developer in Washington and New York, concentrating on financial services applications for entities such as Chase Manhattan Bank and the IRS. He holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term capital appreciation. The Fund invests primarily in a diversified portfolio of small capitalization companies. The adviser manages the Fund using a ?core? investment strategy, pursuant to which the Fund purchases small cap stocks trading on U.S. exchanges at what the adviser believes are attractive prices, and that appear to have strong potential for capital appreciation over the long-term. The adviser typically allocates the Small Cap Fund?s investments among a broad cross-section of market sectors and industries, so long as small cap stocks with attractive valuations are available for purchase in these sectors and industries. |
| Last Dividend
(17-Dec-08):
| 0.01 | | Last Cap Gain
(17-Dec-08):
| 0.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
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| Expense | SSMIX | Category
Avg | | Total Expense Ratio: | 1.57%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 6,894 | $618 | | 5 Yr Expense Projection*: |
$ 9,799 | $996 | | 10 Yr Expense Projection*: |
$ 11,737 | $2,008 |
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