Fifth Third Quality Growth Instl
38 Fountain Square Plaza Cincinnati OH 45263 Columbus, OH 43219
Map
Phone: 800-282-5706
| Category: | Large Growth | | Fund Family: | Fifth Third | | Net Assets: | 319.95M | | Year-to-Date Return: | -18.35% | | Yield: | 0.25% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Aug-98 |
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Amy Denn
Lead Manager since
29-Nov-06 | | | Denn is the portfolio manager with Fifth Third Asset Management, Inc. She joined Fifth Third Asset Management in March 2003 and has since been appointed director of Large Cap Strategies. Prior to joining FTAM, Denn spent thirteen years with Minneapolis-based Investment Advisers, Inc., and then over three years as a portfolio manager with Paladin Investment Associates. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital growth; income is a secondary consideration. The fund normally invests at least 65% of total assets in common stocks of growth companies. It reserves the right to invest up to 35% of total assets in convertible securities which, at the time of investment, are rated investment grade, that is, in the BBB major rating category or higher by Standard & Poor's or in the Baa major rating category or higher by Moody's or their unrated equivalents. The fund seeks to outperform the Russell 1000 Growth index over rolling five-year periods. |
| Last Dividend
(25-Sep-08):
| 0.01 | | Last Cap Gain
(7-Dec-07):
| 2.67 | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 98.66% |
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| Expense | FQGIX | Category
Avg | | Total Expense Ratio: | 1.08%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$348 | $622 | | 5 Yr Expense Projection*: |
$607 | $957 | | 10 Yr Expense Projection*: |
$1,348 | $1,889 |
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11.08% Nasdaq 0.00%
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