Regions Morgan Keegan Sel MidCap Val C
50 North Front Street Memphis TN 38103
Map
Phone: 800-222-8866
| Category: | Mid-Cap Blend | | Fund Family: | Regions Morgan Keegan | | Net Assets: | 530.00K | | Year-to-Date Return: | -10.72% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-02 |
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Eric T. McKissack
Lead Manager since
01-Jun-04 | | | McKissack is a founding principal, and serves as the chief executive officer and chief investment officer of Channing Capital Management, LLC. He has over 22 years of investment experience. He was formerly vice-chairman and co-chief investment officer of Ariel Capital Management, LLC. In this capacity, Mr. McKissack served as the portfolio manager responsible for the Ariel Appreciation Fund and various institutional separate accounts. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of mid-cap companies whose market capitalization fall within the range tracked by the Russell Mid Cap Value index. It invests in common and preferred stocks. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.65 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 91.05% |
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| Expense | RSECX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.35% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 1.00%
| 2.49% | | 3 Yr Expense Projection*: |
$648 | $621 | | 5 Yr Expense Projection*: |
$1,112 | $958 | | 10 Yr Expense Projection*: |
$2,400 | $1,896 |
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0.29% Nasdaq 0.00%
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