Consulting Group Small Cap Growth
222 Delaware Avenue 7 Th Floor Wilmington DE 19801
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Phone: 800-444-4273
| Category: | Small Growth | | Fund Family: | Smith Barney | | Net Assets: | 419.65M | | Year-to-Date Return: | -38.45% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-91 |
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William Jeffery, III
Lead Manager since
01-Jul-97 | | | Mr. Jeffery is Chairman of the Board of Directors, President and CIO, and co-chair of the Investment Strategy Group. Mr. Jefferys areas of sector specialization are Healthcare, Consumer Discretionary, and Energy. His 40-year career in smaller growth stocks spans 3 market cycles and includes assignments of President Portfolio Manager of California First Capital Management, and VP, Manager of Trust Investments at California First Bank. Mr. Jeffery holds BBA and MBA degrees from the University of Michigan. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $5,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in the equity securities of small capitalization companies or in other investments with similar economic characteristics. It considers small capitalization companies to be companies with market capitalizations not exceeding $3 billion or the highest month-end market capitalization value of any stock in the Russell 2000 index for the previous 12 months, whichever is greater. The fund may invest up to 10% of assets in foreign securities, including emerging market securities. |
| Last Dividend
| N/A | | Last Cap Gain
(15-Dec-00):
| 4.31 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 115.78% |
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| Expense | TSGUX | Category
Avg | | Total Expense Ratio: | 0.99%
| 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*: |
$775 | $680 | | 5 Yr Expense Projection*: |
$1,325 | $1,078 | | 10 Yr Expense Projection*: |
$2,825 | $2,142 |
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2.63% Nasdaq 0.00%
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