Rice Hall James Small Cap Instl
PO Box 219009 Kansas City, MO 64121
Phone: 866-474-5669
| Category: |
Small Growth |
| Fund Family: |
Rice Hall James |
| Net Assets: |
37.07M |
| Year-to-Date Return: |
-4.49% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Nov-96 |
|
Thomas W. McDowell, Jr.
Lead Manager since
01-Nov-96 |
|
| McDowell is the CEO and chief investment officer at Rice Hall James & Associates, LLC. He joined RHJ in 1984 as a portfolio manager and analyst and has 25 years of investment experience, and assumed leadership of RHJ in 1994. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$500 |
| Min Initial Investment, AIP: |
$2,500 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks maximum capital appreciation, consistent with reasonable risk to principal. The fund normally invests at least 80% of net assets in equity securities of small-cap companies. It focuses on U.S. companies with total market capitalizations within the range of the companies in the Russell 2000 index at reconstitution each June. |
| Last Dividend
(19-Dec-00):
|
0.00 |
| Last Cap Gain
(13-Dec-07):
|
2.08 |
| Annual Holdings Turnover
|
78.00% |
| Average for Category:
|
131.92% |
|
| Expense |
RHJMX |
Category
Avg |
| Total Expense Ratio: |
1.22%
|
1.60% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
%
|
2.67% |
| 3 Yr Expense Projection*: |
$387 |
$690 |
| 5 Yr Expense Projection*: |
$670 |
$1,094 |
| 10 Yr Expense Projection*: |
$1,477 |
$2,198 |
|
|
Help
0.10 (1.14%) 
Profile
