Capital Management Mid-Cap Instl
630 Fitzwatertown Road Building "a", 2nd Floor Rocky Mount NC 27802-0069
Map
Phone: 888-626-3863
| Category: | Mid-Cap Growth | | Fund Family: | Capital Management | | Net Assets: | 12.81M | | Year-to-Date Return: | -14.74% | | Yield: | 0.28% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jan-95 |
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Ralph J. Scarpa
Lead Manager since
07-Feb-07 | | | Scarpa serves as the portfolio manager of Capital Management Associates Inc. He has been the president of the company since January 1, 2007 and has been affiliated with it since 1995. Prior to becoming president, Scarpa served as a senior vice president. Scarpa is also senior vice president and managing director and secretary of Shields & Company since 1995. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $25,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests at least 90% of assets in equity securities, of which at least 80% of assets may be invested in the equity securities of mid-cap companies, such as common and preferred stock and securities convertible into common stock. It intends to invest in a diversified group of mid-cap companies and doesn't concentrate its investments in any one industry or group. |
| Last Dividend
(31-Dec-07):
| 0.05 | | Last Cap Gain
(18-Dec-07):
| 3.09 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 117.22% |
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| Expense | CMEIX | Category
Avg | | Total Expense Ratio: | 1.50%
| 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*: |
$575 | $700 | | 5 Yr Expense Projection*: |
$1,023 | $1,078 | | 10 Yr Expense Projection*: |
$2,268 | $2,120 |
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11.08% Nasdaq 
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