RS MidCap Opportunities K
388 Market Street Suite 1700 San Francisco CA 94111
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Phone: 800-766-3863
| Category: | Mid-Cap Growth | | Fund Family: | RS Funds | | Net Assets: | 290.00K | | Year-to-Date Return: | -48.01% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Oct-06 |
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John H. Seabern
Lead Manager since
01-May-07 | | | Seabern is a portfolio manager with RS Investment Management, his employer since 1993. Prior to joining the firm, he served as a performance analyst at Duncan-Hurst Capital Management. Seabern holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund invests principally in equity securities. It normally invests at least 80% of assets in mid-cap companies which has a market capitalization of at least $1.5 billion and at most 120% of the market capitalization of the largest company included in the Russell Midcap index. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 2.46 | | Annual Holdings Turnover
| 262.00% | | Average for Category:
| 118.51% |
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| Expense | RSMKX | Category
Avg | | Total Expense Ratio: | 2.04%
| 1.49% | | Max 12b1 Fee: | 0.65%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,159 | $697 | | 5 Yr Expense Projection*: |
$1,962 | $1,075 | | 10 Yr Expense Projection*: |
$4,052 | $2,114 |
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2.63% Nasdaq 0.00%
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