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  • Fund Type: Unit Trust
  • Objective: Growth and Income
  • Asset Class: Equity
  • Geographic Focus: Taiwan

Capital Medium & Small CAP

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CSMEDSM:TT

31.77 TWD 0.11 0.35%

As of 21:44:59 ET on 05/22/2013.

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Snapshot for Capital Medium & Small CAP (CSMEDSM)

Year To Date: +23.14% 3-Month: +15.49% 3-Year: +9.77% 52-Week Range: 22.20 - 31.93
1-Month: +7.11% 1-Year: +34.45% 5-Year: +1.47% Beta vs TWSE: 1.04

Mutual Fund Chart for CSMEDSM

No chart data available.
  • CSMEDSM:TT 31.77
  • 1M
  • 1Y
Interactive CSMEDSM Chart

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Fund Profile & Information for CSMEDSM

Capital Medium & Small Capital Fund is an open-ended fund registered in Taiwan. The objective of the Fund is to seek long-term capital appreciation and incomes by investing primarily in listed and OTC stocks, as well as government bonds, corporate bonds and other financial debentures.

Inception Date: 02-12-1996 Telephone: 886-2-2706-7688
Managers: CAI ZHI-REN
Web Site: www.capitalfund.com.tw

Fundamentals for CSMEDSM

NAV (on 2013-05-22) 31.77
Assets (M) (on 2013-04-30) 3,306.69
Fund Leveraged N
Minimum Investment 3,000.00
Minimum Subsequent Investment -

Dividends for CSMEDSM

Dividend Type Discontinued
Dividend Frequency Irreg
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for CSMEDSM

Front Load 1.50
Back Load 0.00
Current Mgmt Fee 1.50
Redemption Fee 0.00
12b1 Fee -
Expense Ratio -

Top Fund Holdings for CSMEDSM

Filing Date: 12/31/2012
Name Position Value % of Total
Largan Precision Co Ltd 275,000 213,950,000 6.644%
Chailease Holding Co Ltd 3,100,000 206,460,000 6.411%
TPK Holding Co Ltd 380,000 194,940,000 6.053%
Merida Industry Co Ltd 1,350,000 175,500,000 5.450%
Ubright Optronics Corp 1,341,000 172,989,000 5.372%
Eclat Textile Co Ltd 1,566,000 166,779,000 5.179%
Chipbond Technology Corp 2,718,000 155,197,800 4.819%
Ruentex Industries Ltd 2,102,000 151,344,000 4.700%
Taiwan Semiconductor Manufactu 1,361,000 132,017,000 4.099%
Zhen Ding Technology Holding L 1,788,000 127,842,000 3.970%

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

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