Masters' Select Focused Opportunities
Masters' Select Equity P.O. Box 419922 Kansas City, MO 64141-6922
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Phone: 800-960-0188
| Category: | Large Blend | | Fund Family: | Masters' | | Net Assets: | 65.33M | | Year-to-Date Return: | -43.21% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-06 |
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Christopher Cullom Davis
Lead Manager since
30-Jun-06 | | | Davis is portfolio manager with Davis Selected Advisers. From Sep 1989 to Sep 1995, he was assistant portfolio manager and research analyst working with Shelby M.C. Davis. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks long-term growth of capital. The fund invests primarily in the securities of large and mid-sized U.S. companies, although the managers may also invest in the securities of non U.S. companies. It also invests a lesser portion of the overall portfolio in smaller companies. The fund is nondiversified. |
| Last Dividend
(5-Nov-08):
| 0.08 | | Last Cap Gain
(5-Nov-08):
| 0.06 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 71.85% |
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| Expense | MSFOX | Category
Avg | | Total Expense Ratio: | 1.26%
| 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*: |
$417 | $572 | | 5 Yr Expense Projection*: |
$726 | $876 | | 10 Yr Expense Projection*: |
$1,606 | $2,504 |
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6.54% Nasdaq 
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