Old Mutual Select Growth C 4643 South Ulster Street Suite 600 Denver CO 80237 Map
Phone: 888-772-2888
| Category: | Large Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 730.00K | | Year-to-Date Return: | -23.16% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-03 |
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Robert E. Turner
Lead Manager since
03-Jan-06 | | | Turner is a principal and the founder, chairman and chief investment officer with Turner Investment Partners, Inc. Prior to joining the firm in 1990, he was senior investment manager with Meridian Investment Company. Turner began his investment career since 1981. He has 23 years of investment experience. Turner 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 with favorable growth prospects. It invests in no more than 40 companies. The fund generally invests in large-cap companies. It may invest in common and preferred stocks. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 174.00% | | Average for Category:
| 98.32% |
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| Expense | OCHEX | Category Avg | | Total Expense Ratio: | 2.25%
| 1.35% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,009 | $622 | | 5 Yr Expense Projection*: |
$1,808 | $957 | | 10 Yr Expense Projection*: |
$3,897 | $1,889 |
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