HighMark Enhanced Growth C
445 South Figueroa Street Third Floor Los Angeles, CA 90071
Map
Phone: 800-433-6884
| Category: | Specialty-Technology | | Fund Family: | HighMark | | Net Assets: | 290.00K | | Year-to-Date Return: | -14.03% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Apr-06 |
|
Sonya Thadhani
Lead Manager since
31-Aug-03 | | | Thadhani is a senior vice president and a domestic equity analyst with Bailard, Biehl & Kaiser, her employer since 1994.| Thadhani holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests primarily in common and preferred securities with superior sales and earnings growth potential located in the US and abroad. It invests in established companies with a combination of qualitative and quantitative techniques. It may invest up to 25% of assets in U.S. dollar-denominated stocks and bonds of foreign companies. It may also invest opportunistically in initial public offerings and in securities of new public companies that had the IPO within the last six months. It may also invest in hedging instruments. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 176.97% |
|
| Expense | HEGCX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.82% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 1.00%
| 2.72% | | 3 Yr Expense Projection*: |
$603 | $731 | | 5 Yr Expense Projection*: |
$1,037 | $1,138 | | 10 Yr Expense Projection*: |
$2,243 | $2,255 |
|
|
1.47% Nasdaq 
Profile
