Tamarack Micro Cap Value R
100 South Fifth Street Suite 2300 Minneapolis MN 55402
Map
Phone: 800-422-2766
| Category: | Small Value | | Fund Family: | Tamarack | | Net Assets: | 590.00K | | Year-to-Date Return: | -9.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Apr-04 |
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Nancy M. Scinto
Lead Manager since
28-Jan-06 | | | Scinto serves as the director of equity research and also as a senior portfolio manager. She joined Voyageur in 1999 from Chicago Trust Company where she managed institutional accounts and was co-manager of the five-star Alleghany Chicago Growth and Income Fund. Scinto has held various positions including personal trust, equity trader, senior equity analyst and senior portfolio manager. She began her career in the investment industry in 1984. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in micro-cap value stocks which combine the characteristics of micro-cap stocks and value stocks. It defines value stocks primarily as those with low price-to-book characteristics. |
| Last Dividend
(21-Dec-04):
| 0.11 | | Last Cap Gain
(19-Dec-07):
| 1.50 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 82.04% |
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| Expense | TMVRX | Category
Avg | | Total Expense Ratio: | 1.57%
| 1.51% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$542 | $708 | | 5 Yr Expense Projection*: |
$949 | $1,081 | | 10 Yr Expense Projection*: |
$2,087 | $2,095 |
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0.29% Nasdaq 
0.14%
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