Summit Large Cap Growth Instl
312 Walnut Street Suite 2500 Cincinnati OH 45202
Map
Phone: 888-259-7565
| Category: | Large Growth | | Fund Family: | Summit Mutual Funds | | Net Assets: | 900.00K | | Year-to-Date Return: | -16.71% | | Yield: | 0.09% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-07 |
|
John N. Thompson
Lead Manager since
01-Feb-07 | | | Thompson is assistant vice president of the Summit Investment Partners, Inc., and has been affiliated with the it since January 1, 2006. He is also assistant vice president of Equity Securities and private clients of Ameritas Investment Advisors, Inc. (AIA). Thompson has been an employee of AIA since 1995. Thompson holds the Chartered Financial Analyst and Certified Financial Planner designations. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks primarily long-term appreciation of capital. Current income is a secondary objective. The fund will invest at least 80% of the value of assets in common stocks, preferred stocks, and exchange-traded funds. When market conditions for equity securities are adverse, and for temporary defensive purposes, it may invest in government securities, money market instruments, or other fixed-income securities, or retain cash or cash equivalents. However, the fund normally will remain primarily invested in common stocks. |
| Last Dividend
(20-Dec-07):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 98.66% |
|
| Expense | SFLGX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$2,680 | $622 | | 5 Yr Expense Projection*: |
$4,279 | $957 | | 10 Yr Expense Projection*: |
$7,708 | $1,889 |
|
|
1.58% Nasdaq 
1.21%
Profile
