The Boston Company Small Cap Value
One Boston Place Boston MA 02108-4408
Map
Phone: 800-221-4795
| Category: | Small Blend | | Fund Family: | Mellon Institutional Funds | | Net Assets: | 551.35M | | Year-to-Date Return: | -4.21% | | Yield: | 0.86% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-00 |
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Stephanie K. Brandaleone
Lead Manager since
01-Feb-00 | | | Stephanie is a portfolio manager and equity research analyst for our US Small and SMID Capitalization Value team. She also conducts research covering a broad range of industries and special situations. Brandaleone 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 long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of net assets in equity securities of small cap U.S. companies. It focuses on companies with total market capitalizations equal to or less than the total market capitalization of the largest company included in the Russell 2000 Index. |
| Last Dividend
(24-Jun-08):
| 0.10 | | Last Cap Gain
(14-Dec-07):
| 1.45 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 93.00% |
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| Expense | STSVX | Category
Avg | | Total Expense Ratio: | 0.90%
| 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*: |
$287 | $591 | | 5 Yr Expense Projection*: |
$498 | $967 | | 10 Yr Expense Projection*: |
$1,108 | $1,931 |
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1.49% Nasdaq 
0.27%
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