First American Large Cap Growth Opp B
800 Nicollet Mall Bc-mn-h04n Minneapolis MN 55402
Map
Phone: 800-677-3863
| Category: | Large Growth | | Fund Family: | First American | | Net Assets: | 7.17M | | Year-to-Date Return: | -21.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Harold R. Goldstein
Lead Manager since
01-Jul-02 | | | Goldstein is a portfolio manager with FAF Advisors. He joined the firm in 2002 and has 25 years of financial industry experience, including 11 years in portfolio management. He previously worked at Lutheran Brotherhood as a portfolio manager, at Shearson Lehman Brothers as manager of institutional equities in Chicago, and at Oppenheimer as an institutional sales person. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of large-sized companies, defined as companies that have market capitalization within the range of market capitalization of companies constituting the Russell 1000 index. It principally invests in larger U.S. companies with market capitalization over $3 billion. The fund may also invest up to 25% of assets in foreign securities. |
| Last Dividend
(23-Nov-04):
| 0.02 | | Last Cap Gain
(20-Dec-07):
| 3.12 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 98.66% |
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| Expense | FETBX | Category
Avg | | Total Expense Ratio: | 1.93%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,012 | $622 | | 5 Yr Expense Projection*: |
$1,252 | $957 | | 10 Yr Expense Projection*: |
$2,080 | $1,889 |
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11.08% Nasdaq 0.00%
Profile
