Activa Growth
Attn: Jerry Mick 2905 Lucerne Se Suite 200
Map
Phone: 800-346-2670
| Category: | Large Growth | | Fund Family: | Activa | | Net Assets: | 19.54M | | Year-to-Date Return: | -33.55% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-99 |
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Jeffrey R. Lindsey
Lead Manager since
30-Aug-02 | | | Lindsey joined BlackRock Advisors as managing director after the merger with State Street Research in 2005. At State Street Research, Lindsey was a managing director with State Street Research since 2002. Previously, he was a senior vice president and senior portfolio manager with Putnam Investment Management. Prior to that, he was a vice president with strategic portfolio management from 1992 to 1994. Lindsey holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests primarily in stocks believed by the investment manager to have long-term growth potential. It may invest asset in stocks of companies with sustainable above-average earnings growth, competitive advantages and leadership positions. Generally, the fund invests in a diversified portfolio of stocks. It may also invest in other types of companies, including companies with any market capitalization. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-01):
| 0.00 | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 97.51% |
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| Expense | AGFDX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.35% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$462 | $615 | | 5 Yr Expense Projection*: |
$797 | $944 | | 10 Yr Expense Projection*: |
$1,746 | $1,866 |
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1.83% Nasdaq 0.00%
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