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

IronBridge Small Cap Fund

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IBSCX:US

19.73 USD 0.15 0.75%

As of 09:29:30 ET on 05/29/2015.

Snapshot for IronBridge Small Cap Fund (IBSCX)

Year To Date: +3.03% 3-Month: -0.05% 3-Year: +16.26% 52-Week Range: 16.76 - 20.22
1-Month: +0.77% 1-Year: +11.08% 5-Year: +13.37% Beta vs RTY: 0.94

Mutual Fund Chart for IBSCX

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  • IBSCX:US 19.73
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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 2015-05-29) 19.73
Assets (M) (on 2015-05-29) 440.10
Fund Leveraged N
Minimum Investment 100,000.00
Minimum Subsequent Investment 1,000.00

Dividends for IBSCX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-12-17) 0.26
Dividend Yield (ttm) 21.90

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 1.09

Top Fund Holdings for IBSCX

Filing Date: 03/31/2015
Name Position Value % of Total
STIT - Liquid Assets Portfolio 22,000,000 22,000,000 4.827%
American Financial Group Inc/O 159,082 10,205,110 2.239%
Tractor Supply Co 116,806 9,935,518 2.180%
West Pharmaceutical Services I 163,520 9,845,539 2.160%
Casey's General Stores Inc 103,885 9,360,039 2.054%
Jack Henry & Associates Inc 132,882 9,287,123 2.038%
Acadia Healthcare Co Inc 125,115 8,958,234 1.966%
LifePoint Health Inc 121,760 8,943,272 1.962%
Under Armour Inc 108,240 8,740,380 1.918%
Snap-on Inc 59,297 8,720,217 1.913%

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

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