Rice Hall James Micro Cap Instl
PO Box 219009 Kansas City, MO 64121
Phone: 866-474-5669
| Category: |
Small Growth |
| Fund Family: |
Rice Hall James |
| Net Assets: |
104.58M |
| Year-to-Date Return: |
-4.76% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Jul-94 |
|
Thomas W. McDowell, Jr.
Lead Manager since
01-Jul-94 |
|
| 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 assets in equity securities of micro cap companies. It focuses on U.S. companies with total market capitalizations which fall within the range of $50 million to $500 million at the time of initial purchase. The fund emphasizes smaller, emerging companies possessing the potential to become market leaders in their industries. |
| Last Dividend
(16-Dec-94):
|
0.01 |
| Last Cap Gain
(13-Dec-07):
|
2.55 |
| Annual Holdings Turnover
|
139.00% |
| Average for Category:
|
131.92% |
|
| Expense |
RHJSX |
Category
Avg |
| Total Expense Ratio: |
1.34%
|
1.60% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
%
|
2.67% |
| 3 Yr Expense Projection*: |
$425 |
$690 |
| 5 Yr Expense Projection*: |
$734 |
$1,094 |
| 10 Yr Expense Projection*: |
$1,613 |
$2,198 |
|
|
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