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Kalmar Growth-with-Value Sm Cp Inv (KGSCX)

21.43 Up 0.08(0.37%) Apr 17
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Prev Close:21.35
YTD Return*:-3.51%
Net Assets*:871.12M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for KGSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Russell 2000 Growth5.966.68
POL2.96-4.98
ACXM2.913.10
TRAK2.17-5.28
UNFI1.981.96

Fund Basics

Morningstar Overall Rating:
Total Assets:871.12M
Category:Small Growth
Annual Report Expense Ratio (net):1.29%

Performance & Risk

YTD Return:-3.51%
5y Avg Return:25.00%
Rank in Category (ytd):96
% Rank in Category (ytd):13.01%
Beta (3y):1.18
Morningstar Risk Rating:2

Fund Summary

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
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