American Performance US Lg Cp Eq I
American Performance Funds 3435 Stelzer Road Columbus, OH 43219
Map
Phone: 800-762-7085
| Category: | Large Growth | | Fund Family: | American Performance | | Net Assets: | 9.24M | | Year-to-Date Return: | -32.46% | | Yield: | 0.73% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Dec-05 |
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Michael Schloss
Lead Manager since
12-Aug-02 | | | Schloss has been an equity fund manager at BOk Investment Advisers, Inc. since 2000. Prior to joining BOk Investment Advisers, Inc., he was an investor relations analyst for The Williams Companies. Schloss began his career as a financial consultant with Merrill Lynch in 1992. He also worked as an equity analyst for PRP Performa AG in Vaduz, Liechtenstein in 1998. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks growth of capital; income is a secondary consideration. The fund invests at least 80% of assets in equity securities of large U.S. companies. It invests primarily in a universe of equity securities of large U.S. companies having an average market capitalization in excess of $7 billion at the time of purchase. The fund may hold securities for a long enough period to avoid higher short-term capital gains taxes. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 97.51% |
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| Expense | AIEQX | Category
Avg | | Total Expense Ratio: | 0.76%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$422 | $615 | | 5 Yr Expense Projection*: |
$747 | $944 | | 10 Yr Expense Projection*: |
$1,669 | $1,866 |
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1.83% Nasdaq 0.00%
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