Old Mutual Advantage Growth Intl
4643 South Ulster Street Suite 600 Denver CO 80237
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Phone: 888-772-2888
| Category: | Large Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 55.89M | | Year-to-Date Return: | -30.05% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 19-Nov-07 |
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Bradley J. Fretz
Lead Manager since
19-Nov-07 | | | Fretz serves as portfolio manager analyst for Ashfield Capital Partners, LLC. Prior to 2007, he served as portfolio manager analyst of Ashfield & Co., Inc. Before joining Ashfield & Co., Inc. in 1989, he held the position of first vice president and director of investment manager evaluation services in the consulting services division of Shearson Lehman Hutton. Prior to that, Mr. Fretz was responsible for institutional product development at The Vanguard Group. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund normally invests at least 65% of net assets in equity securities of medium and large-cap companies with favorable growth prospects, as evidenced by such factors as superior revenue growth, high quality of earnings, global distribution and strong competitive advantages. It may invests in common and preferred stocks. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 98.66% |
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| Expense | OAGIX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$361 | $622 | | 5 Yr Expense Projection*: |
$640 | $957 | | 10 Yr Expense Projection*: |
$1,436 | $1,889 |
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7.87% Nasdaq 
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