MTB Mgd Alloc - Aggressive Gr A
100 East Pratt St. 15th Floor Pittsburgh PA 15237
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Phone: 800-836-2211
| Category: | Large Blend | | Fund Family: | MTB Group of Funds | | Net Assets: | 17.39M | | Year-to-Date Return: | -13.87% | | Yield: | 1.36% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Feb-99 |
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Thomas R. Pierce
Lead Manager since
01-Aug-03 | | | Pierce is an administrative vice president of MTB Investment Advisors. He has been a vice president and portfolio manager of MTBIA since April 2003 and vice president of Manufacturers and Traders Trust Company since January 1995. Previously, Pierce was employed by Merit Investment Advisors where he acted as director of fixed income product and trading since 1993. Prior to that, he served as fixed income manager at ANB Investment Management Company. Pierce holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation. The fund generally invests in a combination of underlying funds managed by the advisor. The fund typically invests between 70% and 100% of assets in MTB Funds that invest primarily in equity securities. It usually invests no more than 30% of assets in MTB Fixed Income Funds. It normally invests no more than 20% of assets in MTB money market funds. |
| Last Dividend
(20-Dec-07):
| 0.13 | | Last Cap Gain
(4-Dec-07):
| 0.40 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 71.12% |
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| Expense | VMAGX | Category
Avg | | Total Expense Ratio: | 0.85%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,174 | $576 | | 5 Yr Expense Projection*: |
$1,654 | $875 | | 10 Yr Expense Projection*: |
$2,975 | $1,735 |
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