NS Small Cap Growth
2960 N. Meridian Street, Suite 300 Indianapolis, IN, 46208
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Phone: 800-470-1019
| Category: | Small Growth | | Fund Family: | Unified Series | | Net Assets: | 1.72M | | Year-to-Date Return: | -51.32% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Sep-06 |
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Peter J. Niedland
Lead Manager since
15-Sep-06 | | | Niedland has over thirteen years of experience in the investment management industry. Prior to co-founding NS Investment Partners, LLC (NSIP), he was a partner and portfolio manager at Davidson Capital Management in Devon, Pennsylvania from February 2005 to March 2006. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $25,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of small capitalization companies. It normally invests at least 80% of net assets in equity securities of small capitalization companies with market capitalizations at the time of purchase of $2 billion or less, although the management also may consider companies included in the Russell 2000 Growth index with a current market capitalization range of $47 million to $7.6 billion. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-06):
| 0.02 | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 115.78% |
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| Expense | NSIPX | Category
Avg | | Total Expense Ratio: | 2.00%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,722 | $680 | | 5 Yr Expense Projection*: |
$3,382 | $1,078 | | 10 Yr Expense Projection*: |
$8,313 | $2,142 |
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2.63% Nasdaq 0.00%
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