Seligman Asset Alloc Agg Gr B
100 Park Ave 8th Floor New York NY 10017
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Phone: 800-221-2450
| Category: | Mid-Cap Growth | | Fund Family: | Seligman | | Net Assets: | 3.21M | | Year-to-Date Return: | -13.69% | | Yield: | 1.15% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Apr-00 |
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Charles W. Kadlec
Lead Manager since
10-Jan-00 | | | Kadlec is a managing director with J&W Seligman & Co. He joined the firm in 1985 and has been a senior portfolio manager, director of equity research and industry strategist. He joined Seligman Advisors in April 1997 as a chief investment strategist and is also vice president of Tri-Continental Corp. In 2004, he became executive vice president of Seligman Advisors and assumed his current position with Seligman Advisors in January 2005. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund usually invests in underlying funds to create a portfolio that invests primarily in U.S. and international equity securities. It focuses on small- and medium-capitalization companies. |
| Last Dividend
(12-Dec-07):
| 0.09 | | Last Cap Gain
(17-Jul-08):
| 0.41 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 117.59% |
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| Expense | SBTHX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,230 | $701 | | 5 Yr Expense Projection*: |
$1,802 | $1,080 | | 10 Yr Expense Projection*: |
$3,225 | $2,122 |
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1.49% Nasdaq 0.00%
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