Frost LKCM Multi-Cap Equity Inst
One Freedom Valley Drive Oaks PA 19456
Map
Phone: 877-713-7678
| Category: | Large Growth | | Fund Family: | Advisors Inner Circle II | | Net Assets: | 13.20M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 25-Apr-08 |
|
Paul W. Greenwell
Lead Manager since
25-Apr-08 | | | Greenwell is vice president and portfolio manager with Luther King Capital Management, his employer since 1983. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities. The equity securities in which the fund may invest include common stocks, preferred stocks, convertible securities, rights and warrants. The fund may invest in companies of all market capitalizations. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 97.51% |
|
| Expense | FILKX | Category
Avg | | Total Expense Ratio: | %
| 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*: |
$343 | $615 | | 5 Yr Expense Projection*: |
$N/A | $944 | | 10 Yr Expense Projection*: |
$N/A | $1,866 |
|
|
1.83% Nasdaq 0.00%
Profile
