Keystone Large Cap Growth C 7101 West 78 Street Suite 201 BLOOMINGTON MN 55439 Map
Phone: 866-596-3863
| Category: | Large Growth | | Fund Family: | Keystone | | Net Assets: | 560.00K | | Year-to-Date Return: | -15.28% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 07-Aug-06 |
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Thomas G. Kamp
Lead Manager since
07-Aug-06 | | | Kamp joined Cornerstone in 2006 as president after thirteen years with Alliance Capital Management. As CIO Tom leads the research team, is a member of the Investment Policy Committee and is responsible for all portfolio management decisions. At Alliance he was a Senior VP and portfolio manager within the Large Capitalization Growth Equity Group, managing the Minneapolis office of Alliance. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests primarily in equity securities of U.S. companies. It focuses on a relatively small number of intensively researched companies. The fund invests at least 80% of assets in common stocks of large-capitalization companies. It may invest in common stocks of companies with market capitalizations of at least $3 billion. The fund may also purchase the stocks of non-U.S. companies whose shares trade in the U.S. markets or on U.S. exchanges, convertible securities and exchange-traded funds. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 2.59 | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 98.32% |
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| Expense | KLGCX | Category Avg | | Total Expense Ratio: | 2.20%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$690 | $622 | | 5 Yr Expense Projection*: |
$1,184 | $957 | | 10 Yr Expense Projection*: |
$2,543 | $1,889 |
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