ClariVest SMID Cap Growth Instl
1160 West Swedesford Road Suite 140 BERWYN PA 19312
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Phone: 888-572-0968
| Category: | Small Blend | | Fund Family: | BHR Institutional | | Net Assets: | 170.00K | | Year-to-Date Return: | -37.68% | | Yield: | 11.89% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Mar-07 |
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Stacey Nutt
Lead Manager since
28-Mar-07 | | | Nutt worked with systematic group at Nicholas Applegate Capital Mgmt during 07 00 to 03 06. |
| Min Initial Investment: | $100,000 | | 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 appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of U.S. companies with small and mid capitalizations. Small and mid-cap companies are defined as companies within the range of the capitalization of companies constituting the Russell 2500 Growth index. |
| Last Dividend
(28-Dec-07):
| 0.70 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 44.00% | | Average for Category:
| 94.90% |
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| Expense | BCVSX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$318 | $588 | | 5 Yr Expense Projection*: |
$7,491 | $963 | | 10 Yr Expense Projection*: |
$8,453 | $1,924 |
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1.83% Nasdaq 0.00%
0.02 (0.39%) 
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