Capital Management Small Cap Instl (CMSSX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for CMSSX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||23.93%|
|Rank in Category (ytd):||22|
|% Rank in Category (ytd):||2.97%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation; current income is a secondary consideration.
The fund invests primarily in equity securities of small-capitalization ("small-cap") companies. The fund managers consider a small-cap company to be one that has market capitalization within the range of $100 million to $2.5 billion. The fund will invest at least 90% of its total assets in equity securities, of which at least 80% of its total assets will be invested in the equity securities of small-cap companies. It may invest in derivative instruments, including put and call options. View More