MTB Large-Cap Growth B
100 East Pratt St. 15th Floor Pittsburgh PA 15237
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Phone: 800-836-2211
| Category: | Large Growth | | Fund Family: | MTB Group of Funds | | Net Assets: | 2.42M | | Year-to-Date Return: | 27.26% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Apr-00 |
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Allen J. Ashcroft, Jr.
Lead Manager since
01-Jul-04 | | | Ashcroft has been a vice president and portfolio manager with MTB Investment Advisors since 1996 and a vice president of M&T Bank since April 2003. He was a vice president of Allfirst Bank from 1995 until its acquisition by M&T Bank on April 1, 2003. He has over 21 years experience in investment research and portfolio management. Prior to 1995, he was an equity analyst and portfolio manager with McGlinn Capital Management in Wyomissing, Pennsylvania. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks to provide capital appreciation. The fund invests at least 80% of the value of net assets in a diversified portfolio of equity securities (primarily common stocks) of large-cap companies. Equity securities include common and preferred stocks as well as convertible securities. The fund may engage in short sales transactions on securities in order to take advantage of an anticipated decline in the security's price or to hedge against its potential price volatility. |
| Last Dividend
(20-Dec-07):
| 0.01 | | Last Cap Gain
(4-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 101.52% |
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| Expense | VLGRX | Category
Avg | | Total Expense Ratio: | 2.01%
| 1.33% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 952 | $658 | | 5 Yr Expense Projection*: |
$ 1,319 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,283 | $2,035 |
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0.17% Nasdaq 0.00%
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