Fifth Third Small Cap Growth Instl
38 Fountain Square Plaza Cincinnati OH 45263 Columbus, OH 43219
Map
Phone: 800-282-5706
| Category: | Small Growth | | Fund Family: | Fifth Third | | Net Assets: | 68.53M | | Year-to-Date Return: | -8.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Nov-92 |
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Scott Billeadeau
Lead Manager since
01-Feb-05 | | | 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: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of small-cap companies included in the Russell 2000 Growth index and companies with similar market capitalizations. It seeks to outperform the Russell 2000 Growth index over rolling five-year periods. |
| Last Dividend
(27-Dec-00):
| 0.00 | | Last Cap Gain
(7-Dec-07):
| 4.50 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 114.64% |
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| Expense | KNEEX | Category
Avg | | Total Expense Ratio: | 1.01%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$337 | $686 | | 5 Yr Expense Projection*: |
$584 | $1,085 | | 10 Yr Expense Projection*: |
$1,293 | $2,158 |
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1.49% Nasdaq 
0.27%
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