IPO Plus Aftermarket
Two Greenwich Plaza Greenwich CT 06830
Map
Phone: 888-476-3863
Linda R. Killian
Lead Manager since
19-Dec-97 | | | Killian is a founder and principal of Renaissance Capital Corporation. Prior to forming the firm in 1991, she was a portfolio manager and analyst with Wertheim Schroder Investment Services, where she managed broadly diversified equity and balanced accounts. Prior to Wertheim Schroder, she was a portfolio manager and equity analyst with Citicorp Investment Management where she created, managed and researched the Medium Capitalization Stock Fund. Killian holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks appreciation of capital. The fund normally invests at least 80% of net assets in the common stocks of IPOs on the offering and in the aftermarket. It limits aftermarket investments to those IPOs that have one or more of the following characteristics: (i) limited research; (ii) unseasoned trading; (iii) limited float; (iv) limited public ownership; (v) limited operating history; or (vi) are relatively unknown in the U.S. capital markets. Investments may be made in both large and small capitalization companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 232.00% | | Average for Category:
| 118.51% |
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| Expense | IPOSX | Category
Avg | | Total Expense Ratio: | 2.50%
| 1.49% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$924 | $697 | | 5 Yr Expense Projection*: |
$1,610 | $1,075 | | 10 Yr Expense Projection*: |
$3,437 | $2,114 |
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1.83% Nasdaq 0.00%
0.07 (0.74%) 
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