MTB Mgd Allocation Aggressive Gr B
100 East Pratt St. 15th Floor Pittsburgh PA 15237
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Phone: 800-836-2211
| Category: | Large Blend | | Fund Family: | MTB Group of Funds | | Net Assets: | 6.08M | | Year-to-Date Return: | 25.19% | | Yield: | 0.07% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-02 |
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Mark Stevenson
Lead Manager since
01-Aug-03 | | | Stevenson is a vice president and portfolio manager with MTB Investment Advisors, his employer since October 2000. He was with Keystone Financial, Inc. since 1990, where he managed retirement plan, personal trust and institutional assets for the clients of Keystone. Stevenson is a Chartered Financial Analyst designation holder. |
| 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 capital appreciation. The fund generally invests in a combination of underlying funds managed by the advisor. The fund typically invests between 70% and 100% of assets in MTB Funds that invest primarily in equity securities. It usually invests up to 30% of assets in MTB Fixed-Income Funds. It normally invests up to 20% of assets in MTB money market funds. |
| Last Dividend
(22-Dec-08):
| 0.01 | | Last Cap Gain
(2-Dec-08):
| 0.71 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 70.87% |
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| Expense | VMABX | Category
Avg | | Total Expense Ratio: | 2.43%
| 1.09% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 1,351 | $774 | | 5 Yr Expense Projection*: |
$ 1,979 | $1,287 | | 10 Yr Expense Projection*: |
$ 3,591 | $2,366 |
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