Seligman Asset Allocation Gr B
100 Park Ave 8th Floor New York NY 10017
Map
Phone: 800-221-2450
| Category: | Mid-Cap Growth | | Fund Family: | Seligman | | Net Assets: | 3.04M | | Year-to-Date Return: | -43.38% | | Yield: | 1.61% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-00 |
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Charles W. Kadlec
Lead Manager since
10-Jan-00 | | | Kadlec is a managing director with J&W Seligman & Co. He joined the firm in 1985 and has been a senior portfolio manager, director of equity research and industry strategist. He joined Seligman Advisors in April 1997 as a chief investment strategist and is also vice president of Tri-Continental Corp. In 2004, he became executive vice president of Seligman Advisors and assumed his current position with Seligman Advisors in January 2005. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | 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 normally invests in underlying funds to produce a portfolio that invests primarily in U.S. and international equities. The allocations are evenly weighted among small-, medium- and large-capitalization companies. |
| Last Dividend
(12-Dec-07):
| 0.08 | | Last Cap Gain
(17-Jul-08):
| 0.42 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 118.51% |
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| Expense | STWBX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,210 | $697 | | 5 Yr Expense Projection*: |
$1,770 | $1,075 | | 10 Yr Expense Projection*: |
$3,161 | $2,114 |
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2.63% Nasdaq 0.00%
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