Advance Capital I Equity Growth Instl
One Towne Square Suite 444 Southfield MI 48076
Map
Phone: 800-345-4783
| Category: | Mid-Cap Growth | | Fund Family: | Advance Capital I | | Net Assets: | 150.00K | | Year-to-Date Return: | -7.56% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 04-May-07 |
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Donald J Peters
Lead Manager since
29-Dec-93 | | | Peters is an investment advisory committee co-chairman of T. Rowe Price Associates, Inc. He works with the committee in developing and executing the portfolios investment program. He is a vice president and equity portfolio manager for T. Rowe Price Associates. He joined T. Rowe Price in 1993. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks with a focus on small- and medium-sized growth companies, not including stock index futures and options. Small companies are companies with market capitalization less than $3.3 billion. Medium-sized companies are companies with market capitalization in the range of companies comprising the S&P MidCap 400 index or the Russell Midcap Growth index at the time of purchase. The management uses a combination of top-down quantitative models and fundamental bottom-up research to select companies. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 3.78 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 117.59% |
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| Expense | ADENX | Category
Avg | | Total Expense Ratio: | 0.76%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$243 | $701 | | 5 Yr Expense Projection*: |
$422 | $1,080 | | 10 Yr Expense Projection*: |
$942 | $2,122 |
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1.49% Nasdaq 
0.27%
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