Regions Morgan Keegan Sel S/T Bd A
50 North Front Street Memphis TN 38103
Map
Phone: 800-366-7426
| Category: | Short-Term Bond | | Fund Family: | Regions Morgan Keegan | | Net Assets: | 630.00K | | Year-to-Date Return: | -63.62% | | Yield: | 21.79% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Mar-01 |
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Dana E. Erikson
Lead Manager since
29-Jul-08 | | | Erikson, senior portfolio manager, and the head of the high yield team. is responsible for Hyperion Brookfields corporate high yield exposures, the establishment of portfolio objectives and strategies. He has over 18 years of investment experience. Prior to joining Hyperion Brookfield, he was with Evergreen Investments or one of its predecessor firms since 1996. He was a senior portfolio manager and the Head of the High Yield team. Prior to that, he was Head of High Yield Research. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a high level of current income consistent with preservation of capital. The fund invests primarily in investment grade bonds. Under normal market conditions, it invests at least 80% of net assets in bonds or other debt obligations. The fund may also invest in securities rated below investment grade, commonly known as junk bonds, but does not expect such investments to exceed 10% of net assets. |
| Last Dividend
(31-Oct-08):
| 0.04 | | Last Cap Gain
(3-Dec-01):
| 0.00 | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 106.22% |
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| Expense | MSBIX | Category
Avg | | Total Expense Ratio: | 0.89%
| 0.92% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 1.50%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$995 | $420 | | 5 Yr Expense Projection*: |
$2,290 | $674 | | 10 Yr Expense Projection*: |
$5,394 | $1,391 |
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