Rigel U.S. Equity Small-Mid Cap Growth
U.S Bancorp Fund Services, LLC 615 E Michigan Street Milwaukee WI 53202
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Phone: 866-977-4435
| Category: | Mid-Cap Growth | | Fund Family: | Advisor Series Trust | | Net Assets: | 4.54M | | Year-to-Date Return: | -36.96% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Dec-07 |
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George B. Kauffman
Lead Manager since
31-Dec-07 | | | Kauffman is a founder and oversees the investment team activities for the advisor. He has been the advisors CIO since September 1998 and its CEO and chairman since August 2003. Prior to founding the advisor, Kauffman co-founded and served in the same capacities with Sirach Capital Management from January 1981 to September 1998, and was previously the senior pension manager for Seattle First National Bank. Kauffman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $250,000 | | Min Initial Investment, AIP: | $250,000 | | Min Subsequent Investment: | $25,000 | | Min Subsequent Investment, IRA: | $25,000 | | Min Subsequent Investment, AIP: | $1,000 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in a diversified portfolio of growth-oriented common stocks of small- and mid-sized capitalization companies, generally held for long-term capital gains. It may invest assets in cash, cash equivalents, and high-quality, short-term debt securities and money market instruments for temporary defensive purposes in response to adverse market, economic or political conditions. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 118.51% |
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| Expense | RGSMX | Category
Avg | | Total Expense Ratio: | %
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$431 | $697 | | 5 Yr Expense Projection*: |
$N/A | $1,075 | | 10 Yr Expense Projection*: |
$N/A | $2,114 |
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2.63% Nasdaq 0.00%
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