Old Mutual Growth Z
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Mid-Cap Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 429.40M | | Year-to-Date Return: | -14.08% | | Yield: | 0.09% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Dec-85 |
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Christopher K. McHugh
Lead Manager since
03-Jan-06 | | | McHugh joined Tuner Investment Partners in 1990. He has 20 years of investment experience. Prior to 1990, McHugh was a performance specialist with Provident Capital Management from 1986 to 1990 and has been a member of Munders mid-cap core growth team responsible for cash management since the fourth quarter of 2006. . McHugh 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 capital appreciation. The fund normally invests at least 65% of assets in equities of small and medium cap companies with favorable growth prospects. It primarily invests in mid-cap companies. The fund may invest in both common stocks and preferred stocks. |
| Last Dividend
(12-Dec-07):
| 0.02 | | Last Cap Gain
(12-Dec-00):
| 6.26 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 117.59% |
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| Expense | OBHGX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$401 | $701 | | 5 Yr Expense Projection*: |
$711 | $1,080 | | 10 Yr Expense Projection*: |
$1,592 | $2,122 |
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1.49% Nasdaq 
0.27%
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