MTB Mid-Cap Growth Instl I
2 Portland Square P.O. Box 8525 Portland ME 04101
Map
Phone: 800-836-2211
| Category: | Mid-Cap Growth | | Fund Family: | MTB Group of Funds | | Net Assets: | 49.41M | | Year-to-Date Return: | -38.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-96 |
|
Mark Schultz
Lead Manager since
18-Aug-03 | | | Schultz is a vice president and portfolio manager of MTBIA since April 2003 and a vice president of M&T Bank since July 2001. As an analyst, he focuses on technology and diversified financial companies. Previously, Schultz worked as a portfolio manager with Caldwell Securities Ltd. in Toronto, Canada from 1996 to 1999. Schultz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $1,000 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks and other equity securities of U.S. issuers. It normally invests at least 80% of the value of net assets in equity securities of mid cap companies. The fund may engage in short sales transactions on securities in order to take advantage of an anticipated decline in the security's price or to hedge against its potential price volatility. |
| Last Dividend
(31-Mar-03):
| 0.00 | | Last Cap Gain
(4-Dec-07):
| 2.27 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 118.51% |
|
| Expense | ARMEX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$416 | $697 | | 5 Yr Expense Projection*: |
$742 | $1,075 | | 10 Yr Expense Projection*: |
$1,665 | $2,114 |
|
|
2.24% Nasdaq 
Profile
