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    Capital Management Small Cap Instl (CMSSX)

    18.82 Up 0.06(0.32%) Sep 3
    Prev Close:18.76
    YTD Return*:-3.28%
    Net Assets*:15.37M
    Yield*:0.07%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for CMSSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DLX5.62N/A
    SUNE5.24N/A
    KS4.92N/A
    CBRL4.75N/A
    JAH4.29N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:15.37M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-3.28%
    5y Avg Return:12.40%
    Rank in Category (ytd):90
    % Rank in Category (ytd):11.19%
    Beta (3y):1.11
    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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