Old Mutual Columbus Circle Tech & Com A
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Specialty-Technology | | Fund Family: | Old Mutual Advisor | | Net Assets: | 2.42M | | Year-to-Date Return: | -15.55% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-03 |
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Anthony Rizza
Lead Manager since
01-Jan-06 | | | Rizza is a portfolio manger with Columbus Circle. He joined the firm in1991. Rizza had previously worked with Connecticut National Bank as a Research Officer. He is a member of the Hartford Society of Security Analysts. Rizza holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities of companies in the technology and communications sectors of the stock market. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 243.00% | | Average for Category:
| 176.59% |
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| Expense | OATCX | Category
Avg | | Total Expense Ratio: | 1.70%
| 1.82% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,337 | $734 | | 5 Yr Expense Projection*: |
$1,959 | $1,144 | | 10 Yr Expense Projection*: |
$3,625 | $2,267 |
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1.49% Nasdaq 
0.27%
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