Van Wagoner Emerging Growth
3 Embarcadero Center Suite 1120 San Francisco CA 94111
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Phone: 800-228-2121
| Category: | Small Growth | | Fund Family: | Van Wagoner | | Net Assets: | 14.73M | | Year-to-Date Return: | -24.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-95 |
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Garrett R. Van Wagoner
Lead Manager since
29-Dec-95 | | | Van Wagoner founded Van Wagoner Capital Management in December 1995. Previously, he was senior vice president with John Govett & Company from 1993 to 1995. Prior to that, he spent 10 years as senior vice president with Bessemer Group. He also worked for both First American Bank and Flagship National Bank. Van Wagoner holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of small-cap and mid-cap growth companies with the potential for above-average, long-term growth. It invests in companies of all sizes. |
| Last Dividend
| N/A | | Last Cap Gain
(10-Nov-00):
| 4.98 | | Annual Holdings Turnover
| 245.00% | | Average for Category:
| 114.64% |
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| Expense | VWEGX | Category
Avg | | Total Expense Ratio: | 4.76%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,741 | $686 | | 5 Yr Expense Projection*: |
$2,876 | $1,085 | | 10 Yr Expense Projection*: |
$5,628 | $2,158 |
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1.49% Nasdaq 
0.27%
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