Old Mutual Small Cap Instl
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Small Blend | | Fund Family: | Old Mutual Advisor | | Net Assets: | 0 | | Year-to-Date Return: | -13.22% | | Yield: | 1.14% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-06 |
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James B Bell
Lead Manager since
09-Dec-04 | | | Bell joined Liberty Ridge Capital in 2001 as a research analyst focusing on financials, utilities and gaming leisure companies. Prior to joining Liberty Ridge Capital, Bell worked for six years as a commercial banker at Allfirst Bank. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return over a market cycle of three to five years. The fund normally invests at least 80% of assets in equity securities of small-cap companies. It may invest in common and preferred stocks. |
| Last Dividend
(12-Dec-07):
| 0.28 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 92.83% |
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| Expense | OICSX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$699 | $592 | | 5 Yr Expense Projection*: |
$1,312 | $968 | | 10 Yr Expense Projection*: |
$2,969 | $1,933 |
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1.58% Nasdaq 
1.21%
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