Brazos Mid Cap Y
5949 Sherry Lane Suite 1600 New York, NY 10017
Map
Phone: 800-426-9157
| Category: | Mid-Cap Growth | | Fund Family: | Brazos Mutual Funds | | Net Assets: | 3.22M | | Year-to-Date Return: | -42.34% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-99 |
|
Michael S. Allocco
Lead Manager since
01-Mar-05 | | | Allocco is the portfolio manager of Brazos Capital Management, L.P. He was a sr. technology analyst and portfolio manager of HLM Management Company from 2000 to 2003 and work for Dain Rauscher Wessels from 1997 to 2003. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks capital appreciation. The fund normally invests 80% of net assets in stocks of middle capitalization issuers with market capitalizations between $1.0 billion and $12 billion or within the range of the companies represented in the Russell Mid Cap Growth index. It invests across numerous industry sectors with no industry sector representing more than 25% of the value of the portfolio. |
| Last Dividend
(15-Dec-06):
| 0.06 | | Last Cap Gain
(14-Dec-07):
| 2.07 | | Annual Holdings Turnover
| 237.00% | | Average for Category:
| 118.51% |
|
| Expense | BJMCX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$396 | $697 | | 5 Yr Expense Projection*: |
$690 | $1,075 | | 10 Yr Expense Projection*: |
$1,528 | $2,114 |
|
|
1.83% Nasdaq 0.00%
Profile
