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Gerstein Fisher Multi-Factor Growth Eq (GFMGX)

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Gerstein Fisher Multi-Factor Growth Eq

Trust For Professional Mgrs(Gerstein)615 East Michigan Street MilwaukeeMilwaukee WI 53202
800-473-1155
Management Information
Gregg S. Fisher,Lead Manager since January 14, 2010
Since founding Gerstein Fisher, Gregg has been a proponent of integrating academic research insights into the firm’s own research frameworks. In 2009 he formalized the firm’s collaboration with a select circle of noted academics by establishing the Gerstein Fisher Research Center. The Center’s mission is to investigate critical issues in finance and risk faced by individual investors through pioneering research that bridges the gap between academic theory and real-world financial practice. Through the Center, Gregg has partnered with leading academics in the areas of finance, risk engineering and economics to research topics including investor behavior and its impact on returns, the phenomenon of momentum in both domestic and international equity markets, and the replication of hedge fund returns through more liquid, transparent investment strategies. Several of these studies have been published in noted academic and industry journals. With his ability to make complex financial concepts easy to understand for individuals and to be a voice of reason in an environment prone to hype, Gregg is regularly tapped as an industry expert by the financial media. A CFA charter holder and Certified Financial Planner®, Gregg is a member of the CFA Institute, the New York Society of Security Analysts (NYSSA), and the Institute for Quantitative Research in Finance (the Q Group). He is an active member of Vistage International, which specializes in executive leadership development and CEO coaching and the Young Presidents’ Organization (YPO), a global non-profit organization made up of company leaders from 100 countries. A strong believer in continuing education, Gregg is also a multiple-year participant in Harvard Business School’s YPO President’s Program. Gregg holds a degree in finance from the State University of New York at Buffalo and obtained a certificate in financial planning from New York University. He has served as an adjunct professor teaching a graduate course in Investment Management at the NYU Tandon School of Engineering, the State University of New York at Buffalo’s School of Management’s department of Finance and Managerial Economics, and the University of Texas at Austin McCombs School of Business Practicum in Finance.
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 FamilyGerstein Fisher
Net Assets283.08M
YTD Return9.54%
Yield0.51%
Morningstar Rating★★★
Inception DateJan 14, 2010

Fund Operations

Last Dividend0.10
Last Cap Gain0.00
Holdings Turnover22.06%
Average for CategoryN/A

Fees & Expenses

ExpenseGFMGXCategory Average
Annual Report Expense Ratio (net)0.99%1.13%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.06%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection330N/A
5 Yr Expense Projection578N/A
10 Yr Expense Projection1,288N/A