Flag Investors Equity Opportunity Instl
Two Portland Square Portland, Maine 04101
Map
Phone: 888-767-3524
| Category: | Large Blend | | Fund Family: | Flag Investors | | Net Assets: | 20.61M | | Year-to-Date Return: | -14.85% | | Yield: | 0.95% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Nov-06 |
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Hobart C. Buppert
Lead Manager since
01-Dec-06 | | | Buppert joined Alex. Brown Investment Management in 1980 and now serves as principal of the firm. Previously, from 1976 to 1980, he worked with T. Rowe Price Associates and from 1972 to 1976 he was a research analyst with Equitable Trust Company. Buppert is a member of the Baltimore Security Analysts Society and the Financial Analysts Federation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests in at least 80% of assets in diversified portfolio of equity securities. It may invest in securities that are undervalued. The fund may also invest in foreign securities. |
| Last Dividend
(24-Dec-07):
| 0.05 | | Last Cap Gain
(12-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 71.30% |
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| Expense | FLEIX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,542 | $577 | | 5 Yr Expense Projection*: |
$2,914 | $877 | | 10 Yr Expense Projection*: |
$6,109 | $1,739 |
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1.49% Nasdaq 
0.27%
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