Perimeter Small Cap Growth Inv
One Freedom Valley Drive Oaks PA 19456
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Phone: 888-968-4964
| Category: | Small Growth | | Fund Family: | Advisors Inner Circle II | | Net Assets: | 94.90M | | Year-to-Date Return: | -33.30% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Sep-06 |
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James N. Behre
Lead Manager since
29-Sep-06 | | | Behre is a managing partner and director of investment research of Perimeter. He has more than 21 years of investment experience. Prior to joining Perimeter, Behre was the lead analyst at Trusco. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in small-cap equity securities with market capitalization between 50 million and 3 billion dollars. It invests generally U.S. traded securities including ADRs. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.13 | | Annual Holdings Turnover
| 147.00% | | Average for Category:
| 115.78% |
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| Expense | PSCGX | Category
Avg | | Total Expense Ratio: | 1.00%
| 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*: |
$664 | $680 | | 5 Yr Expense Projection*: |
$1,139 | $1,078 | | 10 Yr Expense Projection*: |
$2,452 | $2,142 |
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2.63% Nasdaq 0.00%
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