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Capital Advisors Growth (CIAOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.76-0.01 (-0.04%)
At close: 8:00PM EDT

Capital Advisors Growth

Advisors Series Trust(Capital Advisors)615 East Michigan StreetMilwaukee, Wisconsin 53202
Management Information
Keith C. Goddard,Lead Manager since April 29, 2001
Keith Goddard oversees investment strategies at Capital Advisors. Since joining the firm in 1991 his responsibilities have included research, portfolio management and client service. Keith served as president from 2003 to 2012, and he has been chief executive officer since 2007. Keith holds a B.A. from the University of Colorado, Boulder. He is a CFA charterholder, and he holds FINRA Series 7, 24, 63 & 65 securities licenses
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyCapital Advisors
Net Assets50.03M
YTD Return10.78%
Morningstar Rating★★★
Inception DateDec 30, 1999

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover39.60%
Average for CategoryN/A

Fees & Expenses

ExpenseCIAOXCategory Average
Annual Report Expense Ratio (net)1.25%1.12%
Prospectus Net Expense Ratio1.28%N/A
Prospectus Gross Expense Ratio1.51%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.70%
3 Yr Expense Projection455N/A
5 Yr Expense Projection802N/A
10 Yr Expense Projection1,782N/A