Seascape Focus Growth Retail
Seascape Focus Growth Fund c/o U.S. Bancorp Fund Services, LLC P.O. Box 701
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Phone: 800-732-0330
| Category: | Mid-Cap Growth | | Fund Family: | Seascape Funds | | Net Assets: | 1.39M | | Year-to-Date Return: | -8.84% | | Yield: | 0.05% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jul-07 |
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James W. McCarthy
Lead Manager since
31-Jul-07 | | | McCarthy is a portfolio manager with Seascape Capital Management, LLC. Prior to forming it in 2003, he was senior vice oresident and senior portfolio manager for the Private Portfolio Group at Citigroup Global Markets where he managed portfolios for high net worth individuals from 1994-2003. He is the Certified Financial Planner designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the equity securities of companies that have superior potential for growth. An equity security, or stock, represents a proportionate share of the ownership of a company. It normally invests in the equity securities of U.S. companies with market capitalizations of more than $1 billion at the time of purchase.It may also invest 40% of assets in foreign securities,in the form of American Depositary receipts,with 20% of assets invested in emerging markets. |
| Last Dividend
(27-Dec-07):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 117.59% |
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| Expense | SEARX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$474 | $701 | | 5 Yr Expense Projection*: |
$N/A | $1,080 | | 10 Yr Expense Projection*: |
$N/A | $2,122 |
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1.49% Nasdaq 0.00%
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