Bishop Street Strategic Growth Instl
1freedom Valley Drive Oaks PA 19087-1693
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Phone: 800-262-9565
| Category: | Large Growth | | Fund Family: | Bishop Street | | Net Assets: | 68.54M | | Year-to-Date Return: | -36.96% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-02 |
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Hubert Goye
Lead Manager since
01-Jul-02 | | | Goye is Senior Vice President of BNP PAM, Head of International Equity and has been a portfolio manager since 1995. He has more than 15 years of investment experience. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests mainly in U.S. common stocks that the sub-advisor believes have capital appreciation potential. The portfolio holds approximately fifty equally-weighted equities. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Aug-08):
| 0.22 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 97.51% |
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| Expense | BSRIX | Category
Avg | | Total Expense Ratio: | 1.07%
| 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*: |
$412 | $615 | | 5 Yr Expense Projection*: |
$713 | $944 | | 10 Yr Expense Projection*: |
$1,568 | $1,866 |
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1.83% Nasdaq 0.00%
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