Old Mutual Strategic Small Company 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: | 21.25M | | Year-to-Date Return: | -23.37% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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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: | $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 growth of capital. The fund normally invests at least 80% of assets in equities issued by small capitalization companies with growth prospects, companies with value characteristics, and companies that may have growth and value characteristics. It may invest in common stocks and preferred stocks. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Dec-07):
| 2.70 | | Annual Holdings Turnover
| 143.00% | | Average for Category:
| 115.22% |
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| Expense | OSSCX | Category
Avg | | Total Expense Ratio: | 1.35%
| 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*: |
$512 | $682 | | 5 Yr Expense Projection*: |
$911 | $1,079 | | 10 Yr Expense Projection*: |
$2,028 | $2,146 |
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7.87% Nasdaq 
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