Old Mutual International Equity C
4643 South Ulster Street Suite 600 Denver CO 80237
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Phone: 888-772-2888
| Category: | Foreign Large Blend | | Fund Family: | Old Mutual Advisor | | Net Assets: | 2.24M | | Year-to-Date Return: | -16.64% | | Yield: | 0.42% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Dec-05 |
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Brendan O. Bradley
Lead Manager since
30-Dec-05 | | | Bradley is senior vice president and portfolio manager with Acadian, his employer since 2004. Prior to joining the firm, Bradley was vice president at Upstream Technologies from 2002 to 2004, and a research analyst and consultant at Samuelson Portfolio Strategies from 1999 to 2002. |
| 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 capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of non-U.S. issuers. It allocates assets to securities of issuers located in at least three non-U.S. countries and may invest in both developed and emerging markets. Generally, the fund limits investments in any country to 25% or less of total assets. It may invest more than 25% of assets in issuers organized in Japan or the United Kingdom or in securities quoted or denominated in the Japanese yen, the British pound, or the euro. |
| Last Dividend
(19-Dec-07):
| 0.05 | | Last Cap Gain
(12-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 77.54% |
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| Expense | OMXCX | Category
Avg | | Total Expense Ratio: | 2.45%
| 1.43% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$1,010 | $657 | | 5 Yr Expense Projection*: |
$1,809 | $1,000 | | 10 Yr Expense Projection*: |
$3,897 | $1,970 |
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