Tamarack Small Cap Core S
100 South Fifth Street Suite 2300 Minneapolis MN 55402
Map
Phone: 800-422-2766
| Category: | Small Blend | | Fund Family: | Tamarack | | Net Assets: | 34.93M | | Year-to-Date Return: | -27.92% | | Yield: | 0.19% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Aug-91 |
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Lance F. James
Lead Manager since
05-Aug-91 | | | James is responsible for portfolio management of Voyageurs small cap core ,microcap core portfolios and is the co-portfolio manager for the mid cap value portfolio. Prior to joining Voyageur in 2006, he was an equity analyst and portfolio manager for OFI Institutional and Babson Capital Management, affiliated companies of Mass Mutual Life Insurance Company. During his tenure he served as head of the firms small mid cap value investment team. He began his career in the investment industry in 1980. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in common stocks of small, faster-growing companies. Small companies are those within the market capitalization range of the Russell 2000 index at the time of initial purchase. It generally invests in stocks listed on national or regional exchanges or listed over-the-counter (on NASDAQ) with prices quoted daily in the financial press. |
| Last Dividend
(19-Dec-07):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 5.49 | | Annual Holdings Turnover
| 44.00% | | Average for Category:
| 94.90% |
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| Expense | TEESX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$480 | $588 | | 5 Yr Expense Projection*: |
$851 | $963 | | 10 Yr Expense Projection*: |
$1,895 | $1,924 |
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2.63% Nasdaq 0.00%
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