Rice Hall James Mid-Cap Inv
PO Box 219009 Kansas City, MO 64121
Phone: 800-249-7445
| Category: |
Mid-Cap Blend |
| Fund Family: |
Rice Hall James |
| Net Assets: |
26.12M |
| Year-to-Date Return: |
10.27% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Jul-04 |
|
Kevin T. Hamilton
Lead Manager since
30-Jul-04 |
|
| Hamilton is a partner, president and portfolio manager analyst at Rice Hall James & Associates, LLC. He joined RHJ in 2002 and has over 20 years of investment experience. He was previously portfolio manager and principal at Messner & Smith Investment Management. Hamilton holds the Chartered Financial Analyst designation. |
| 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 mid cap companies. It focuses on U.S. companies with total market capitalizations which at the time of initial purchase fall within the range of the companies in the Russell Midcap index at reconstitution each June. |
| Last Dividend
(28-Dec-06):
|
0.01 |
| Last Cap Gain
(13-Dec-07):
|
0.66 |
| Annual Holdings Turnover
|
72.00% |
| Average for Category:
|
108.53% |
|
| Expense |
RHJVX |
Category
Avg |
| Total Expense Ratio: |
1.40%
|
1.38% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.28% |
| Max Deferred Sales Load: |
0.00%
|
2.57% |
| 3 Yr Expense Projection*: |
$591 |
$611 |
| 5 Yr Expense Projection*: |
$1,063 |
$928 |
| 10 Yr Expense Projection*: |
$2,368 |
$1,855 |
|
|
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