Tamarack SMID Cap Growth A
100 South Fifth Street Suite 2300 Minneapolis MN 55402
Map
Phone: 800-422-2766
| Category: | Small Growth | | Fund Family: | Tamarack | | Net Assets: | 3.54M | | Year-to-Date Return: | -19.23% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-97 |
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Forbes L. Watson
Lead Manager since
31-Mar-07 | | | Watson is responsible for small cap growth and SMID cap growth equity portfolio management. He joined Voyageur in 2002 from RBC Centura Bank where he managed separate accounts and the five-star RBC Mid Cap Equity Fund. Watson is a member of the CFA Society of North Carolina and CFA Institute.Watson holds the Chartered Financial Analyst designation. |
| 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 appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in common stocks of small companies which have market capitalization of less than $2 billion. It may invest in foreign securities traded on US exchanges. |
| Last Dividend
(30-Jan-98):
| 0.00 | | Last Cap Gain
(19-Dec-07):
| 1.40 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 115.22% |
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| Expense | TSMAX | Category
Avg | | Total Expense Ratio: | 1.68%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,343 | $682 | | 5 Yr Expense Projection*: |
$1,990 | $1,079 | | 10 Yr Expense Projection*: |
$3,717 | $2,146 |
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11.08% Nasdaq 0.00%
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