First American Mid Cap Growth Opp C 800 Nicollet Mall Bc-mn-h04n Minneapolis MN 55402 Map
Phone: 800-677-3863
| Category: | Mid-Cap Growth | | Fund Family: | First American | | Net Assets: | 17.00M | | Year-to-Date Return: | -27.70% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-01 |
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Harold R. Goldstein
Lead Manager since
30-Sep-05 | | | 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 invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of mid-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the range of market capitalizations of companies constituting the Russell Midcap index. It may invest up to 25% of assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 4.67 | | Annual Holdings Turnover
| 96.00% | | Average for Category:
| 117.22% |
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| Expense | FMECX | Category Avg | | Total Expense Ratio: | 1.96%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 1.00%
| 2.67% | | 3 Yr Expense Projection*: |
$618 | $700 | | 5 Yr Expense Projection*: |
$1,062 | $1,078 | | 10 Yr Expense Projection*: |
$2,296 | $2,120 |
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