- Fund Type: Open-End Fund
- Objective: Blend - Small Cap
- Asset Class: Equity
- Geographic Focus: U.S.
IronBridge Small Cap Fund
+ Add to WatchlistIBSCX:US
20.08 USD 0.07 0.35%As of 09:29:30 ET on 05/23/2013.
Snapshot for IronBridge Small Cap Fund (IBSCX)
| Year To Date: | +15.40% | 3-Month: | +6.75% | 3-Year: | +14.57% | 52-Week Range: | 15.63 - 20.48 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +4.75% | 1-Year: | +23.46% | 5-Year: | +5.54% | Beta vs RTY: | 0.97 |
Fund Profile & Information for IBSCX
IronBridge Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its assets in equity securities of companies with small market capitalizations. The Fund invests primarily in both growth and value-style stocks.
| Inception Date: | 08-30-2002 | Telephone: | 1-888-825-2100 |
|---|---|---|---|
| Managers: | CHRISTOPHER C FABER "CHRIS" / JEFFREY B MADDEN "JEFF" | ||
| Web Site: | www.frontegra.com | ||
Fundamentals for IBSCX
| NAV | (on 2013-05-23) 20.08 |
|---|---|
| Assets (M) | (on 2013-05-23) 557.23 |
| Fund Leveraged | N |
| Minimum Investment | 100,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for IBSCX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | (on 2012-12-14) 0.09 |
| Dividend Yield (ttm) | 6.38 |
Fees & Expenses for IBSCX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.00 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 1.07 |
Top Fund Holdings for IBSCX
Filing Date: 03/28/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| STIT - Liquid Assets Portfolio | 12,735,885 | 12,735,885 | 2.307% |
| Mid-America Apartment Communit | 173,781 | 12,001,316 | 2.174% |
| Owens & Minor Inc | 352,026 | 11,461,967 | 2.076% |
| Cullen/Frost Bankers Inc | 163,124 | 10,200,144 | 1.848% |
| Alleghany Corp | 25,620 | 10,143,470 | 1.838% |
| Valmont Industries Inc | 56,517 | 8,888,429 | 1.610% |
| Redwood Trust Inc | 375,128 | 8,695,467 | 1.575% |
| LifePoint Hospitals Inc | 178,485 | 8,649,383 | 1.567% |
| UGI Corp | 223,403 | 8,576,441 | 1.554% |
| Ingredion Inc | 117,265 | 8,480,605 | 1.536% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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