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Capital Management Small Cap Instl (CMSSX)

24.25 Up 0.09(0.37%) Apr 17
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Prev Close:24.16
YTD Return*:2.12%
Net Assets*:17.40M
Yield*:0.33%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CMSSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HY5.469.16
DECK4.95-3.99
KS4.913.22
CBI4.874.99
DLX4.592.68

Fund Basics

Morningstar Overall Rating:
Total Assets:17.4M
Category:Small Blend
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:2.12%
5y Avg Return:23.93%
Rank in Category (ytd):22
% Rank in Category (ytd):2.97%
Beta (3y):1.15
Morningstar Risk Rating:2

Fund Summary

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
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