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Capital Management Small Cap Inv (CMSVX)

On Feb 10: 13.47 USD  Up 0.19 (1.43%)  
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 CAPITAL MANAGEMENT SMALL CAP FU Delayed quote dataEdit
Net Asset Value:13.47
Trade Time:Feb 10
Change:Up 0.19 (1.43%)
Prev Close:13.47
YTD Return*:13.24%
Net Assets*:100.00K
Yield*:N/A
* As of 30-Nov-09
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 HEADLINES 
No headlines available for CMSVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:100.00K
Category:Small Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:13.24%
5y Avg Return:0.50%
Rank in Category (ytd):723
% Rank in Category (ytd):91.98%
Beta (3y):0.95
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equities of small-capitalization companies with the market capitalization within the range of $100 million to $1 billion. It normally invests at least 90% of total assets in equities, of which at least 80% of total assets will be invested in equities of small-cap companies. It may invest in derivative instruments and may also sell a security short. It may hold up to 20% of net assets in derivative instruments and short positions at any time.
Fund Profile


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