Kirr Marbach Partners Value
621 Washington Street Columbus IN 47202
Map
Phone: 800-870-8039
| Category: | Mid-Cap Blend | | Fund Family: | Kirr Marbach Partners | | Net Assets: | 42.34M | | Year-to-Date Return: | -8.83% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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Mark D Foster
Lead Manager since
31-Dec-98 | | | Foster is the chief investment officer of the advisor. He was formerly associated with American Fletcher National Bank as a research analyst from 1980-1982 and with Merchants National Bank as a portfolio manager research analyst from 1982-1984. From 1984-1987 he was associated with Merchants Investment Counseling Inc. as Director of Equity Strategy. He joined KM & Co. in 1987 and has been the firms Chief Investment Officer since 1997. Foster holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks. It may also invest in preferred stocks and foreign securities in pursuing its investment objective. The stocks selected for the fund will be those are currently undervalued. It may normally invest at least a majority of its assets in the common stocks of medium capitalization companies and may also invest in the common stocks of small capitalization and large capitalization companies. |
| Last Dividend
(22-Dec-05):
| 0.05 | | Last Cap Gain
(13-Dec-07):
| 1.81 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 90.83% |
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| Expense | KMVAX | Category
Avg | | Total Expense Ratio: | 1.45%
| 1.35% | | Max 12b1 Fee: | 0.03%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$471 | $605 | | 5 Yr Expense Projection*: |
$818 | $957 | | 10 Yr Expense Projection*: |
$1,796 | $1,895 |
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5.11% Nasdaq 
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