Provident Inv Couns Small Cap Growth I
2020 E Financial Way Suite 100 Glendora CA 91741
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Phone: 800-618-7643
| Category: | Small Growth | | Fund Family: | PIC | | Net Assets: | 16.99M | | Year-to-Date Return: | -20.77% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-93 |
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Barry B. Burch
Lead Manager since
28-Feb-05 | | | Burch is a senior vice president and a lead small cap portfolio manager with generalist research responsibilities for small cap growth stocks. He has been in the investment industry since 1993. Prior to joining Provident Investment Counsel, LLC in 2001, he was with Dresdner RCM Global Investors as an analyst and assistant portfolio manager for the small cap and micro cap teams. He also worked as a senior analyst for Chase Manhattan Corporation and as a financial consultant for Goldman Sachs & Co. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in the common stock of small-capitalization companies whose market capitalization size is consistent with the current Russell 2000 Growth index. The advisor invests in those small-capitalization companies which it believes have the best prospects for future growth of earnings and revenue. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 11.56 | | Annual Holdings Turnover
| 94.00% | | Average for Category:
| 113.59% |
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| Expense | PISCX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$325 | $692 | | 5 Yr Expense Projection*: |
$563 | $1,095 | | 10 Yr Expense Projection*: |
$1,248 | $2,169 |
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0.11% Nasdaq 
0.36%
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