Brandywine Advisors Midcap Growth
3711 Kennett Pike Greenville DE 19807
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Phone: 877-636-6460
| Category: | Mid-Cap Growth | | Fund Family: | Brandywine | | Net Assets: | 161.68M | | Year-to-Date Return: | -41.73% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-00 |
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William F. D'Alonzo
Lead Manager since
31-Oct-00 | | | DAlonzo is chairman of the Brandywine Funds and has been with Friess Associates for over 20 years. DAlonzo became chief executive officer of the Friess Companies in 2002. Previously, he served for one year in the trust department of PNC Bank, formerly the Bank of Delaware. DAlonzo has been a director since 2001. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies with market capitalization between $2 billion and $15 billion. It invests in companies in a broad range of industries but generally focus on companies whose earnings are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 0.27 | | Annual Holdings Turnover
| 178.00% | | Average for Category:
| 118.51% |
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| Expense | BWAFX | Category
Avg | | Total Expense Ratio: | 1.17%
| 1.49% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$372 | $697 | | 5 Yr Expense Projection*: |
$644 | $1,075 | | 10 Yr Expense Projection*: |
$1,420 | $2,114 |
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1.83% Nasdaq 0.00%
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