Rochdale Large Growth
570 Lexington Avenue New York NY 10022-6837
Map
Phone: 866-209-1967
| Category: | Large Growth | | Fund Family: | Rochdale | | Net Assets: | 39.83M | | Year-to-Date Return: | -19.08% | | Yield: | 0.03% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-99 |
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Carl Acebes
Lead Manager since
31-Dec-99 | | | Acebes has been chairman and chief investment officer with Rochdale Investment Management LLC since its founding in 1986. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in large U.S. companies. It seeks incremental out-performance relative to the broad large-cap growth market over the long term. |
| Last Dividend
(20-Dec-07):
| 0.00 | | Last Cap Gain
(20-Dec-07):
| 0.43 | | Annual Holdings Turnover
| 82.00% | | Average for Category:
| 98.66% |
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| Expense | RIMGX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$944 | $622 | | 5 Yr Expense Projection*: |
$1,213 | $957 | | 10 Yr Expense Projection*: |
$1,979 | $1,889 |
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11.08% Nasdaq 0.00%
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