Old Mutual Developing Growth C
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Small Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 60.00K | | Year-to-Date Return: | -27.33% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-03 |
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Michael F. Malouf
Lead Manager since
03-Jan-06 | | | Malouf is a founding partner, president and portfolio manager at Copper Rock Capital Partners. He previously held the position of Managing Director and Head of Small Cap Growth Investing at Neuberger Berman. Prior to Neuberger Berman, he held the position of Small Cap Portfolio Manager at RCM Capital Management. Malouf 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 assets in equities of small cap companies with growth characteristics. It may invests in common and preferred stocks. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 199.00% | | Average for Category:
| 115.22% |
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| Expense | OCEGX | Category
Avg | | Total Expense Ratio: | 2.30%
| 1.59% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,016 | $682 | | 5 Yr Expense Projection*: |
$1,817 | $1,079 | | 10 Yr Expense Projection*: |
$3,909 | $2,146 |
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11.08% Nasdaq 0.00%
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