MTB Mid-Cap Stock Instl I
100 East Pratt St. 15th Floor Pittsburgh PA 15237
Map
Phone: 800-836-2211
| Category: | Mid-Cap Blend | | Fund Family: | MTB Group of Funds | | Net Assets: | 72.69M | | Year-to-Date Return: | -12.32% | | Yield: | 0.37% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Aug-03 |
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Josef Lakonishok
Lead Manager since
29-Aug-05 | | | Lakonishok has served as chief executive officer, partner for LSV Asset Management since its founding in 1994. He serves as a William G. Karnes professor of finance at the University of Illinois at Urbana-Champaign. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $1,000 |
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| The investment seeks total return. The fund normally invests at least 80% of the value of net assets in a diversified portfolio of equity securities of mid-cap companies. Equity securities include common and preferred stocks as well as convertible securities. The fund may engage in short sales transactions on securities in order to take advantage of an anticipated decline in the security's price or to hedge against its potential price volatility. |
| Last Dividend
(20-Dec-07):
| 0.05 | | Last Cap Gain
(4-Dec-07):
| 1.31 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 91.05% |
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| Expense | MMCIX | Category
Avg | | Total Expense Ratio: | 1.14%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.49% | | 3 Yr Expense Projection*: |
$425 | $621 | | 5 Yr Expense Projection*: |
$734 | $958 | | 10 Yr Expense Projection*: |
$1,613 | $1,896 |
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0.11% Nasdaq 
0.36%
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