Nysa
507 Plum Street Suite 120 . Syracuse NY 13204 E. Syracuse NY 13057
Map
Phone: 800-535-9169
| Category: | Mid-Cap Blend | | Fund Family: | Nysa | | Net Assets: | 4.48M | | Year-to-Date Return: | -2.51% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-May-97 |
|
Michael M. Samoraj
Lead Manager since
10-Apr-07 | | | Samoraj is responsible for analyzing which securities are eligible for purchase by the Fund, selecting and making recommendations regarding securities to be purchased, and exploring new channels of distribution for the Funds shares. He is an employee of the adviser and has been employed by Pinnacle Investments, LLC. Samoraj has managed client accounts on a non-discretionary basis for 25 years. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital growth. The fund invests primarily in the common stocks of publicly-traded companies. It invests in companies the adviser believes to be undervalued by the current market. This fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(30-Nov-00):
| 1.28 | | Annual Holdings Turnover
| 286.00% | | Average for Category:
| 91.05% |
|
| Expense | NYSAX | Category
Avg | | Total Expense Ratio: | 3.29%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 2.50%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.49% | | 3 Yr Expense Projection*: |
$1,027 | $621 | | 5 Yr Expense Projection*: |
$1,744 | $958 | | 10 Yr Expense Projection*: |
$3,644 | $1,896 |
|
|
0.29% Nasdaq 
0.14%
Profile
