Thomas White American Opportunities
One Financial Place, 440 South LaSalle Street,Suite 3900 Chicago IL 60605
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Phone: 800-811-0535
| Category: | Mid-Cap Blend | | Fund Family: | Thomas White Funds | | Net Assets: | 17.73M | | Year-to-Date Return: | 11.41% | | Yield: | 1.20% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-99 |
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Thomas S. White Jr.
Lead Manager since
04-Mar-99 | | | Mr. White is the Chairman and President of Thomas White International, Ltd. which he founded in 1992.As Chief Investment Officer, he heads the firm?s Investment Team.Mr. White has over 40 years of investment experience, commencing in 1966 from Goldman Sachs after graduating from Duke University. He was an officer of Lehman Brothers and later worked for Blyth Eastman Dillon. As Managing Director of Morgan Stanley,he was the CIO for the institutional value style portfolios and funds for 14 years. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund primarily invests in equity securities of mid-size U.S. companies. It invests most of the stocks held by the Fund from the 800 companies in the Russell Mid-cap index. |
| Last Dividend
(28-Oct-09):
| 0.12 | | Last Cap Gain
(29-Oct-07):
| 1.26 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.71% |
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| Expense | TWAOX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 462 | $623 | | 5 Yr Expense Projection*: |
$ 809 | $964 | | 10 Yr Expense Projection*: |
$ 1,788 | $1,949 |
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0.34% Nasdaq 0.00%
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