Tamarack Large Cap Growth R
100 South Fifth Street Suite 2300 Minneapolis MN 55402
Map
Phone: 800-422-2766
| Category: | Large Growth | | Fund Family: | Tamarack | | Net Assets: | 10.00K | | Year-to-Date Return: | -34.32% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Apr-04 |
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Steven Rusnak
Lead Manager since
31-Jan-03 | | | Rusnak is a member of the growth equity team and conducts fundamental equity research for a diverse group of industries including industrials and health care. He joined Voyageur in 1999 from Chicago Trust Company where he was a senior equity analyst and portfolio manager. Rusnak is CFA charterholder and a member of the CFA Society of Chicago and CFA Institute.Rusnak holds the Chartered Financial Analyst designation. |
| 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 capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes in common stocks of large U.S companies with market capitalization of at least $5 billion. It may invest a portion of assets in foreign securities, primarily through ADRs. The fund uses quantitative and qualitative analysis to select stocks for the portfolio that the Advisor believes offer attractive growth opportunities and are selling at reasonable prices. |
| Last Dividend
(21-Dec-04):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 97.51% |
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| Expense | TLERX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$508 | $615 | | 5 Yr Expense Projection*: |
$887 | $944 | | 10 Yr Expense Projection*: |
$1,952 | $1,866 |
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2.63% Nasdaq 0.00%
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