• Fund Type: Open-End Fund
  • Objective: Growth Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Brandywine Advisors Midcap Growth Fund

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BWAFX:US

9.29 USD 0.08 0.87%

As of 09:29:30 ET on 04/15/2014.

Snapshot for Brandywine Advisors Midcap Growth Fund (BWAFX)

Year To Date: -4.23% 3-Month: -4.03% 3-Year: +0.28% 52-Week Range: 7.74 - 10.36
1-Month: -7.93% 1-Year: +18.04% 5-Year: +8.54% Beta vs SPX: 1.16

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  • BWAFX:US 9.29
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Fund Profile & Information for BWAFX

Brandywine Advisors Midcap Growth Fund is an open-end fund incorporated in the USA. The Fund seeks capital appreciation. The Fund invests principally in common stocks of U.S. companies, and, to a lesser extent, in equity securities of foreign issuers which are traded in the U.S. The Fund invests in companies having market capitalizations between $2 billion and $15 billion.

Inception Date: 10-31-2000 Telephone: 1-203-299-3500
Managers: WILLIAM D'ALONZO / SCOTT W GATES
Web Site: www.managersinvest.com

Fundamentals for BWAFX

NAV (on 2014-04-15) 9.29
Assets (M) (on 2014-04-14) 143.38
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 100.00

Dividends for BWAFX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for BWAFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.22

Top Fund Holdings for BWAFX

Filing Date: 11/30/2013
Name Position Value % of Total
Wabtec Corp/DE 77,400 5,340,600 3.706%
Micron Technology Inc 252,960 5,337,456 3.704%
Jarden Corp 87,000 4,892,880 3.395%
Dollar Tree Inc 85,150 4,738,598 3.288%
Vantiv Inc 152,900 4,632,870 3.215%
Quanta Services Inc 155,000 4,589,550 3.185%
United Rentals Inc 65,000 4,467,450 3.100%
Perrigo Co PLC 27,860 4,343,095 3.014%
Generac Holdings Inc 78,000 4,154,280 2.883%
Air Lease Corp 130,000 4,117,100 2.857%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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