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

Kalmar Growth-With-Value Small Cap Fund

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KGSCX:US

20.49 USD 0.26 1.25%

As of 18:24:59 ET on 07/25/2014.

Snapshot for Kalmar Growth-With-Value Small Cap Fund (KGSCX)

Year To Date: -9.03% 3-Month: -2.90% 3-Year: +9.77% 52-Week Range: 19.55 - 22.94
1-Month: -2.63% 1-Year: +5.89% 5-Year: +17.67% Beta vs RUO: 0.96

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  • KGSCX:US 20.49
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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 2014-07-25) 20.49
Assets (M) (on 2014-07-25) 780.65
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 1.29

Top Fund Holdings for KGSCX

Filing Date: 05/30/2014
Name Position Value % of Total
BlackRock Liquidity Funds Temp 31,915,451 31,915,451 3.885%
PolyOne Corp 496,069 19,907,249 2.423%
Belden Inc 254,515 18,322,535 2.230%
Life Time Fitness Inc 323,930 17,233,076 2.098%
United Natural Foods Inc 252,145 16,997,094 2.069%
Rogers Corp 269,930 16,805,842 2.046%
Cooper Cos Inc/The 127,560 16,457,791 2.003%
Alliance Data Systems Corp 63,285 16,204,124 1.972%
Dealertrack Technologies Inc 401,310 15,936,020 1.940%
Acxiom Corp 697,886 15,862,949 1.931%

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

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