Atlantic Whitehall Mid-Cap Growth Instl
50 Rockefeller Plaza New York NY 10020
Map
Phone: 800-994-2533
| Category: | Mid-Cap Growth | | Fund Family: | Atlantic Whitehall | | Net Assets: | 270.67M | | Year-to-Date Return: | -25.06% | | Yield: | 0.01% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-04 |
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Jay Pearlstein
Lead Manager since
01-Mar-04 | | | Pearlstein is a senior research analyst and portfolio manager with Pell Rudman Trust Company, his employer since 1996. Prior to joining Rudman, he was vice president with Loomis Syles & Co. from 1981 to 1996. Previously, he was a staff analyst for Gulf Oil Corporation and senior auditor for Coopers & Lybrand. Pearlstein is a Chartered Financial Analyst and a Certified Public Accountant. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of assets in a diversified portfolio of common stocks of mid-sized companies with market capitalizations within the range of the Russell Madcap Growth index at the time of the initial purchase. It also may invest in other types of securities including preferred stocks, convertible securities and debt securities. |
| Last Dividend
(27-Dec-07):
| 0.00 | | Last Cap Gain
(27-Dec-07):
| 2.60 | | Annual Holdings Turnover
| 44.00% | | Average for Category:
| 117.22% |
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| Expense | AWMCX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$315 | $700 | | 5 Yr Expense Projection*: |
$547 | $1,078 | | 10 Yr Expense Projection*: |
$1,213 | $2,120 |
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11.08% Nasdaq 
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