MTB Mgd Allocation Moderate Gr A
100 East Pratt St. 15th Floor Pittsburgh PA 15237
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Phone: 800-836-2211
| Category: | Moderate Allocation | | Fund Family: | MTB Group of Funds | | Net Assets: | 24.61M | | Year-to-Date Return: | 20.66% | | Yield: | 1.14% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Feb-99 |
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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; income is a secondary objective. The fund is a fund of funds and generally invests in a combination of underlying funds managed by the advisor. It typically invests 40% t o 80% of assets in equity funds and 15% to 50% in fixed-income funds. The fund of funds normally invests no more than 45% of assets in money market funds. |
| Last Dividend
(22-Dec-08):
| 0.10 | | Last Cap Gain
(2-Dec-08):
| 0.53 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 74.74% |
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| Expense | VMMGX | Category
Avg | | Total Expense Ratio: | 1.65%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.50%
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 1,128 | $632 | | 5 Yr Expense Projection*: |
$ 1,611 | $951 | | 10 Yr Expense Projection*: |
$ 2,938 | $1,857 |
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2.03% Nasdaq 
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