Stratton Small-Cap Value
610 W Germantown Pike Suite 300 Plymouth Meeting PA 19462
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Phone: 800-472-4266
| Category: | Small Blend | | Fund Family: | Stratton | | Net Assets: | 740.79M | | Year-to-Date Return: | 3.51% | | Yield: | 0.12% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Apr-93 |
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Gerald M. Van Horn
Lead Manager since
01-Aug-00 | | | Van Horn has served as a portfolio manager of Stratton Management from 2000 to the present. He joined Stratton Management Company as an equity research analyst in April of 1998. Prior to joining Stratton Management, Van Horn served as an economic research analyst at Rightime Econometrics. Van Horn holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,000 | | 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 invests at least 80% of assets plus any borrowings for investment purposes in common stock and securities convertible into common stock of small capitalization companies, including companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000 index. |
| Last Dividend
(7-Dec-07):
| 0.06 | | Last Cap Gain
(7-Dec-07):
| 0.68 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 93.00% |
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| Expense | STSCX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$359 | $591 | | 5 Yr Expense Projection*: |
$622 | $967 | | 10 Yr Expense Projection*: |
$1,375 | $1,931 |
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1.49% Nasdaq 
0.27%
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