GKM Growth
C/O Ultimus Fund Solutions, LLC 225 Pictoria Drive, Suite 450 Cincinnati OH 45246
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Phone: 888-456-9518
| Category: | Large Growth | | Fund Family: | GKM | | Net Assets: | 40.68M | | Year-to-Date Return: | -16.05% | | Yield: | 0.41% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-01 |
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Jed M. Cohen
Lead Manager since
28-Dec-01 | | | Mr. Cohen has been chief investment strategist of the adviser sinceJanuary 2000. Prior experience includes 3 1 2 years as Senior Managing Director at Gerard Klauer Mattison & Co., ten years as Senior Managing Director at Gruntal & Co., fourteen years as a Limited Partner at Bear, Stearns & Co., and nine years as a General Partner at Kleiner, Bell & Co. In the mid-1960s, Mr. Cohen was associated with members of the Presidents Council of Economic Advisors. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks from small-, medium- and large-capitalization companies. It may invest across a range of industries, certain sectors are likely to be overweighted compared to others because the adviser seeks best investment opportunities regardless of sector. The fund may invest in companies with short operating histories, referred to as "new issuers." |
| Last Dividend
(31-Dec-07):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 98.99% |
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| Expense | GKMGX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$446 | $623 | | 5 Yr Expense Projection*: |
$771 | $956 | | 10 Yr Expense Projection*: |
$1,691 | $1,887 |
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1.47% Nasdaq 
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