Fifth Third Mid Cap Growth Inv A
38 Fountain Square Plaza Cincinnati OH 45263 Columbus, OH 43219
Map
Phone: 800-282-5706
| Category: | Mid-Cap Growth | | Fund Family: | Fifth Third | | Net Assets: | 20.01M | | Year-to-Date Return: | -12.07% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Nov-92 |
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Scott Billeadeau
Lead Manager since
24-Jun-03 | | | Billeadeau is a portfolio manager with Investment Advisers, Inc. He joined the firm in 1999. Billeadeau moved to Nations Banks subsidiary, Tradestreet Investment Associates, Inc. in 1997. He joined Pacific Century in 1991. Billeadeau started his career at IDS American Express in 1985. Billeadeau holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | 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 80% of assets in common stocks of mid-cap companies. Mid-cap companies are defined as those companies included in the Russell Mid-Cap Growth index and companies with similar market capitalizations. It may invest up to 20% of assets in common stocks of large-cap companies, small-cap companies, convertible securities and debt securities that pay interest. The fund seeks to outperform the Russell Mid-Cap Growth index over rolling five-year periods. |
| Last Dividend
(19-Dec-05):
| 0.01 | | Last Cap Gain
(7-Dec-07):
| 2.19 | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 117.59% |
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| Expense | FSMCX | Category
Avg | | Total Expense Ratio: | 1.34%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$905 | $701 | | 5 Yr Expense Projection*: |
$1,201 | $1,080 | | 10 Yr Expense Projection*: |
$2,041 | $2,122 |
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1.49% Nasdaq 
0.27%
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