Members Mid Cap Growth A
Members Mutual Funds 5910 Mineral Point Road Madison, WI 53705
Map
Phone: 800-877-6089
| Category: | Mid-Cap Growth | | Fund Family: | Members Mutual Funds | | Net Assets: | 14.24M | | Year-to-Date Return: | -41.07% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Feb-00 |
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Francis J. Boggan
Lead Manager since
27-Feb-06 | | | Boggan senior vice president and equity portfolio manager of Wellington Management, joined the firm as an investment professional in 2001.Prior to joining the firm Boggan was previously Managing Director of Palladian Capital Management (1998-2000). He holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $150 | | Min Subsequent Investment, IRA: | $150 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of mid-size and smaller companies(generally a market capitalization of less than $15 billion or the largest companies in the Russell Mid-cap Growth index if greater), maintaining at least 80% of assets in such mid cap securities. It may invest up to 25% of assets in foreign securities, including emerging market securities. The fund may also invest in warrants, preferred stocks, debt securities and ETFs. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 109.00% | | Average for Category:
| 118.51% |
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| Expense | MERAX | Category
Avg | | Total Expense Ratio: | 1.33%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,013 | $697 | | 5 Yr Expense Projection*: |
$1,339 | $1,075 | | 10 Yr Expense Projection*: |
$2,262 | $2,114 |
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6.54% Nasdaq 
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