BNY Hamilton Large Cap Value Instl
90 Park Ave. New York NY 10016
Map
Phone: 800-426-9363
| Category: | Large Value | | Fund Family: | BNY Hamilton | | Net Assets: | 285.43M | | Year-to-Date Return: | -7.61% | | Yield: | 2.52% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Apr-00 |
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George D. Baker
Lead Manager since
28-Apr-00 | | | Baker has been a Portfolio Manager at Estabrook since 1996 where he is also the Director of Research. Prior to joining Estabrook, he was employed by Merrill Lynch since 1989 where he served as a Managing Director and Senior Energy Industry Specialist. |
| 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; current income is secondary. The fund normally invests at least 80% of assets in the equity securities of companies with market capitalizations over $5 billion. It may invest up to 20% of assets in companies having capitalizations less than $5 billion. The fund may invest without limit in foreign securities. |
| Last Dividend
(20-Mar-08):
| 0.04 | | Last Cap Gain
(21-Dec-07):
| 0.83 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 57.97% |
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| Expense | BCPVX | Category
Avg | | Total Expense Ratio: | 0.79%
| 1.29% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$249 | $591 | | 5 Yr Expense Projection*: |
$433 | $899 | | 10 Yr Expense Projection*: |
$966 | $1,768 |
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0.65% Nasdaq 
0.12 (1.06%) 
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