Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 8:42AM ET - U.S. Markets open in 48 mins.. Dow Up 0.17% Nasdaq  0.00%
Consulting Group Small Cap Growth (TSGUX)On Nov 6: 13.67  Down 0.01 (0.07%)  
MORE ON TSGUX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
Consulting Group Small Cap Growth
222 Delaware Avenue 7 Th Floor Wilmington DE 19801
Map
Phone: 800-444-4273
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:Smith Barney
Net Assets:370.72M
Year-to-Date Return:33.18%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:18-Nov-91
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Ken F. McCain
Lead Manager since 01-Jul-97
McCain is a member of the firm?s Board of Directors and the Investment Strategy Group. As a portfolio manager, he specializes in Technology stocks. Over the course of Mr. McCain?s 37-year investment career, he has specialized in smaller capitalization growth companies with particular emphasis on leading-edge technologies and innovative consumer companies.
INVESTMENT INFORMATION 
Min Initial Investment:$100
Min Initial Investment, IRA:$5,000
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
TSGUX can be purchased from 1 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in the equity securities of small capitalization companies or in other investments with similar economic characteristics. It considers small capitalization companies to be companies with market capitalizations not exceeding $3 billion or the highest month-end market capitalization value of any stock in the Russell 2000 index for the previous 12 months, whichever is greater. The fund may invest up to 10% of assets in foreign securities that are not traded on a U.S. exchange or the u.s. over-the-counter market.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (15-Dec-00): 4.31
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 120.37%
FEES & EXPENSES 
ExpenseTSGUXCategory
Avg
Total Expense Ratio:0.99% 1.60%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:% 2.61%
3 Yr Expense Projection*: $ 778$675
5 Yr Expense Projection*: $ 1,330$1,071
10 Yr Expense Projection*: $ 2,835$2,161
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials