BNY Hamilton Small Cap Core Equity Instl 90 Park Ave. New York NY 10016 Map
Phone: 800-426-9363
| Category: | Small Growth | | Fund Family: | BNY Hamilton | | Net Assets: | 171.75M | | Year-to-Date Return: | -7.39% | | Yield: | 0.33% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-05 |
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Edward B. White
Lead Manager since
02-Mar-05 | | | White has been a Principal and First Senior Vice President of GW&K for the last five years. He joined GW&K as a Principal and Senior Vice President in 1989 to direct the firms Equity Investment Program. White holds the Chartered Financial Analyst designation. |
| 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 invests at least 80% of assets in small capitalization stocks. It invests up to 20% of assets in cash or cash equivalents. |
| Last Dividend
(21-Dec-07):
| 0.04 | | Last Cap Gain
(21-Dec-07):
| 0.81 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 113.51% |
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| Expense | BNCIX | Category Avg | | Total Expense Ratio: | 1.00%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$350 | $695 | | 5 Yr Expense Projection*: |
$606 | $1,095 | | 10 Yr Expense Projection*: |
$1,340 | $2,186 |
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