The Boston Co Small Cap Tax-Sensitive
One Boston Place Boston MA 02108-4408
Map
Phone: 800-221-4795
| Category: | Small Growth | | Fund Family: | Mellon Institutional Funds | | Net Assets: | 320.60M | | Year-to-Date Return: | -8.21% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Bruce Randall Watts
Lead Manager since
19-Sep-01 | | | Watts is vice president with The Boston Asset Management LLC, his employer since 2001. In March 2003, he became a dual employee of Dreyfus and Standish Mellon Asset Management Company. Watts holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to maximize after-tax total return. The fund normally invests at least 80% of net assets in equity securities of small capitalization U.S. companies. It considers small cap companies to have total market capitalizations equal to or less than the total market capitalization of the largest company included in the Russell 2000 Growth Index. The fund may also invest in equity index futures contracts based primarily upon the Russell 2000 Index. |
| Last Dividend
(29-Dec-97):
| 0.01 | | Last Cap Gain
(14-Dec-07):
| 3.07 | | Annual Holdings Turnover
| 170.00% | | Average for Category:
| 112.98% |
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| Expense | SDCEX | Category
Avg | | Total Expense Ratio: | 0.96%
| 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*: |
$306 | $695 | | 5 Yr Expense Projection*: |
$531 | $1,099 | | 10 Yr Expense Projection*: |
$1,178 | $2,174 |
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2.43% Nasdaq 0.00%
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