Old Mutual Large Cap Gr 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: | 3.14M | | Year-to-Date Return: | -17.07% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-03 |
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Robb J. Parlanti
Lead Manager since
03-Jan-06 | | | Parlanti is a portfolio manager of the company. Parlanti 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 equity securities of large cap companies with favorable growth prospects. It invests in no more than 40 large cap companies. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 98.99% |
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| Expense | OCLAX | Category
Avg | | Total Expense Ratio: | 2.25%
| 1.36% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$930 | $623 | | 5 Yr Expense Projection*: |
$1,655 | $956 | | 10 Yr Expense Projection*: |
$3,574 | $1,887 |
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0.29% Nasdaq 
0.14%
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