Atlantic Whitehall Growth Instl
50 Rockefeller Plaza New York NY 10020
Map
Phone: 800-994-2533
| Category: | Large Growth | | Fund Family: | Atlantic Whitehall | | Net Assets: | 56.98M | | Year-to-Date Return: | -12.15% | | Yield: | 0.34% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Aug-03 |
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James Cosentino
Lead Manager since
30-Dec-99 | | | Cosentino is a vice president and investment analyst, and has been a member of the investment team since 1999. He focuses primarily on the financial services industry. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of publicly-traded, U.S. companies. It may also invest in the common stocks, convertible securities, preferred stocks and warrants of any U.S. company, the equity securities of foreign companies (if traded over-the-counter) and American depositary receipts. |
| Last Dividend
(27-Dec-07):
| 0.04 | | Last Cap Gain
(27-Dec-07):
| 3.94 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 98.32% |
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| Expense | AWGFX | Category
Avg | | Total Expense Ratio: | 1.09%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$405 | $622 | | 5 Yr Expense Projection*: |
$720 | $957 | | 10 Yr Expense Projection*: |
$1,612 | $1,889 |
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1.49% Nasdaq 
0.27%
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