Old Mutual Copper Rock Emerging Gr Z
4643 South Ulster Street Suite 600 Denver CO 80237
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Phone: 888-772-2888
| Category: | Small Growth | | Fund Family: | Old Mutual Advisor | | Net Assets: | 15.13M | | Year-to-Date Return: | -30.30% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Dec-05 |
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Michael F. Malouf
Lead Manager since
29-Jul-05 | | | 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 capital appreciation. The fund invests primarily in equity securities of emerging-growth companies. It invests in the equity securities of U.S. and foreign small- to mid-capitalization companies. The fund may invest in the common stocks, convertibles, depositary receipts, warrants, rights and preferred stocks. It may at times be invested primarily in small-cap stocks. The fund may invest in emerging growth companies of any size. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 170.00% | | Average for Category:
| 115.22% |
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| Expense | OMZRX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$731 | $682 | | 5 Yr Expense Projection*: |
$1,342 | $1,079 | | 10 Yr Expense Projection*: |
$2,994 | $2,146 |
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11.08% Nasdaq 0.00%
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