- Fund Type: Open-End Fund
- Objective: Blend - Small Cap
- Asset Class: Equity
- Geographic Focus: U.S.
Kalmar Growth-With-Value Small Cap Fund
+ Add to WatchlistKGSCX:US
19.02 USD 0.19 1.01%As of 09:29:30 ET on 05/17/2013.
Snapshot for Kalmar Growth-With-Value Small Cap Fund (KGSCX)
| Year To Date: | +17.41% | 3-Month: | +9.56% | 3-Year: | +17.74% | 52-Week Range: | 14.35 - 19.02 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +11.95% | 1-Year: | +27.37% | 5-Year: | +8.38% | Beta vs RUO: | 0.96 |
Fund Profile & Information for KGSCX
Kalmar "Growth-With-Value" Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in a broad range of common stocks of small capitalization companies. The Fund seeks to invest in companies which its adviser believes have the potential for significant future business growth and capital appreciation.
| Inception Date: | 04-11-1997 | Telephone: | 1-302-658-7575 |
|---|---|---|---|
| Managers: | FORD B DRAPER JR / DANA F WALKER | ||
| Web Site: | www.kalmarinvestments.com | ||
Fundamentals for KGSCX
| NAV | (on 2013-05-17) 19.02 |
|---|---|
| Assets (M) | (on 2013-05-16) 699.21 |
| Fund Leveraged | N |
| Minimum Investment | 2,500.00 |
| Minimum Subsequent Investment | 500.00 |
Dividends for KGSCX
No dividends reported
Fees & Expenses for KGSCX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.00 |
| Redemption Fee | 2.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 1.47 |
Top Fund Holdings for KGSCX
Filing Date: 02/28/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| iShares Russell 2000 Index Fun | 737,715 | 66,733,699 | 10.928% |
| PolyOne Corp | 644,139 | 14,679,928 | 2.404% |
| DSW Inc | 215,055 | 14,557,073 | 2.384% |
| Cooper Cos Inc/The | 127,560 | 13,529,014 | 2.216% |
| Belden Inc | 243,330 | 12,254,099 | 2.007% |
| Oxford Industries Inc | 238,245 | 11,581,089 | 1.897% |
| United Natural Foods Inc | 213,305 | 10,797,499 | 1.768% |
| Dealertrack Technologies Inc | 364,085 | 10,736,867 | 1.758% |
| Middleby Corp | 69,120 | 10,320,307 | 1.690% |
| Life Time Fitness Inc | 241,610 | 10,181,445 | 1.667% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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