Regions Morgan Keegan Sel Core Equity I
50 North Front Street Memphis TN 38103
Map
Phone: 800-222-8866
| Category: | Large Blend | | Fund Family: | Regions Morgan Keegan | | Net Assets: | 7.78M | | Year-to-Date Return: | -35.91% | | Yield: | 0.23% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-94 |
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Walter A. Hellwig
Lead Manager since
10-Sep-04 | | | Hellwig is currently a senior vice president and senior portfolio manager at Morgan Asset Management, Inc. Prior, he served as senior vice president and senior portfolio manager at Union Planters Investment Advisers, Inc. from 1997 to 2004. Prior to his work at Union Planters, Hellwig served as a portfolio manager for Federated Investors from 1994 to 1997. He also was employed with Boatmens Investment Services and Boatments Trust as a director of investment research. |
| Min Initial Investment: | $0 | | 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 growth of capital, current income and growth of income. The fund invests primarily in common stocks that have potential primarily for capital growth and secondarily for income. It invests at least 80% of assets in equity securities. The fund typically holds a combination of growth stocks and value stocks. It also invests in preferred stocks, bonds convertible into common stock and securities of foreign issuers traded in U.S. securities markets. |
| Last Dividend
(19-Dec-07):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 3.68 | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 71.85% |
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| Expense | MAGIX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$338 | $572 | | 5 Yr Expense Projection*: |
$587 | $876 | | 10 Yr Expense Projection*: |
$1,302 | $2,504 |
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6.54% Nasdaq 
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