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Advance Capital I Equity Growth (ADEGX)

On Nov 24: 17.83 USD  Up 0.19 (1.08%)  
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 ADVANCE CAPITAL I, EQUITY GROWT Delayed quote dataEdit
Net Asset Value:17.83
Trade Time:Nov 24
Change:Up 0.19 (1.08%)
Prev Close:17.83
YTD Return*:30.92%
Net Assets*:91.37M
Yield*:N/A
* As of 31-Oct-09
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 FUND BASICS31-Oct-09
Morningstar Overall Rating:3 stars
Total Assets:91.37M
Category:Mid-Cap Growth
Total Expense Ratio:1.06%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:30.92%
5y Avg Return:0.56%
Rank in Category (ytd):245
% Rank in Category (ytd):28.89%
Beta (3y):1.20
Morningstar Risk Rating:Above average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks with a focus on small- and medium-sized growth companies, not including stock index futures and options. Small companies are companies with market capitalization less than $3.3 billion. Medium-sized companies are companies with market capitalization in the range of companies comprising the S&P MidCap 400 index or the Russell Midcap Growth index at the time of purchase. The management uses a combination of top-down quantitative models and fundamental bottom-up research to select companies.
Fund Profile


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