Capital Advisors Growth
U.S Bancorp Fund Services, LLC 615 E Michigan Street Milwaukee WI 53202
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Phone: 866-205-0523
| Category: | Large Growth | | Fund Family: | Advisor Series Trust | | Net Assets: | 11.42M | | Year-to-Date Return: | -27.51% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-99 |
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Keith C. Goddard
Lead Manager since
29-Apr-04 | | | Goddard is a president and chief executive officer of Capital Advisors, Inc. He joined Capital Advisors, Inc as a research and portfolio manager in 1991. Goddard also serves as president and registered options principal for Minshall & Company, Inc. Goddard holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies. It invests in companies with prospects for above-average earnings growth over an extended period of time. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 79.00% | | Average for Category:
| 97.51% |
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| Expense | CIAOX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$480 | $615 | | 5 Yr Expense Projection*: |
$829 | $944 | | 10 Yr Expense Projection*: |
$1,813 | $1,866 |
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1.83% Nasdaq 0.00%
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