PMC Small Cap Core
PMC Funds c/o U.S. Bancorp Fund Services, LLC P.O. Box 701
Map
Phone: 866-762-7338
| Category: | Small Blend | | Fund Family: | PMC Funds | | Net Assets: | 18.95M | | Year-to-Date Return: | -8.66% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Oct-07 |
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Christopher S. Adams
Lead Manager since
31-Oct-07 | | | Adams is a vice president and portfolio manager at Delaware Management. He is a member of the portfolio construction group within the Delaware Core Equity Team. He also performs analysis and research to support the portfolio management function. He joined Delaware Investments in 1995 after several years experience in the financial services industry in the U.S. and U.K. He is president of the CFA Society of Philadelphia. Adams holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term appreciation. The fund normally invests at least 80% of net assets in the securities of small-capitalization U.S. companies. It generally invests in common stocks and preferred stocks of U.S. companies, convertible securities, equity options and futures and other equity securities. The fund may invest up to 15% of assets in foreign securities. |
| Last Dividend
(27-Dec-07):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 93.00% |
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| Expense | PMSCX | Category
Avg | | Total Expense Ratio: | %
| 1.39% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$N/A | $591 | | 5 Yr Expense Projection*: |
$N/A | $967 | | 10 Yr Expense Projection*: |
$N/A | $1,931 |
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1.49% Nasdaq 
0.27%
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