Frontier MicroCap
8000 Town Centre Drive Suite 400 Milwaukee, WI 53202-5207
Map
Phone: 800-759-6598
| Category: | Small Blend | | Fund Family: | Frontier | | Net Assets: | 140.00K | | Year-to-Date Return: | -38.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-92 |
|
Joel Blumenschein
Lead Manager since
30-Sep-02 | | | Since 1985, Blumenschein has been registered with the NASD as a registered representative. From 1996 to 2000 he was employed as a branch manager and VP of retirement plans for J.E.Liss & Co. Blumenschein was managing partner of Streamlined Partners LLC., (a private investment Fund), from 1998 to 2001. In 2002, he became president of the adviser and the portfolio manager for Frontier MicroCap fund, as well as a vice president and the secretary of the fund in 2003. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in the common stock of micro-cap companies, which have MicroCap market values below $400 million. It may keep the annual portfolio turnover ratio under 75%. At the time of purchase, an investment in the stock of a single company may not exceed 5% of assets. |
| Last Dividend
(28-Dec-93):
| 0.34 | | Last Cap Gain
(28-Dec-93):
| 0.11 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 93.00% |
|
| Expense | FEFPX | Category
Avg | | Total Expense Ratio: | 18.40%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 4.50%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$5,889 | $591 | | 5 Yr Expense Projection*: |
$8,026 | $967 | | 10 Yr Expense Projection*: |
$10,121 | $1,931 |
|
|
1.49% Nasdaq 
0.27%
Profile
