Kalmar Growth-with-Value Sm Cp Inv (KGSCX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for KGSCX at this time.
|Symbol||% Assets||YTD Return %|
|iShares Russell 2000 Growth||5.96||6.68|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.29%|
Performance & Risk
|5y Avg Return:||25.00%|
|Rank in Category (ytd):||96|
|% Rank in Category (ytd):||13.01%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
The fund will invest at least 80% of its assets in the common stocks of small capitalization companies whose stock market capitalizations are $3 billion or less at the time of purchase. Using its "Growth-with-Value" investment philosophy, the adviser seeks to invest in companies that it believes have the potential for significant future business growth and capital appreciation, yet whose stocks, at the time of purchase, are also trading at prices that are undervalued in the public trading markets. View More