RS Smaller Company Growth Y
388 Market Street Suite 1700 San Francisco CA 94111
Map
Phone: 800-766-3863
| Category: | Small Growth | | Fund Family: | RS Funds | | Net Assets: | 1.16M | | Year-to-Date Return: | -42.88% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-07 |
|
William J. Wolfenden III
Lead Manager since
30-Apr-01 | | | Wolfenden is a principal of RS Investments and joined the firm in April 2001. Previously, he had been at Dresdner RCM Global Investors since 1994, where he served on the micro-cap growth investment management teams. Before that, he spent four years in commercial banking for Westamerica Bank and the Bank of California. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests principally in equity securities. It normally invests at least 80% of assets in companies with market capitalizations up to that of the largest company included in the Russell 2000 index on the last day of the most recent quarter. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 1.61 | | Annual Holdings Turnover
| 136.00% | | Average for Category:
| 115.78% |
|
| Expense | RSMYX | Category
Avg | | Total Expense Ratio: | 1.25%
| 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*: |
$426 | $680 | | 5 Yr Expense Projection*: |
$737 | $1,078 | | 10 Yr Expense Projection*: |
$1,621 | $2,142 |
|
|
2.63% Nasdaq 0.00%
Profile
