RS Small Cap Growth K
RS Investment Trust 388 Market Street, Suite 1700 San Francisco, CA 94111
Phone: 800-766-3863
| Category: |
Small Growth |
| Fund Family: |
RS Funds |
| Net Assets: |
620.00K |
| Year-to-Date Return: |
-5.27% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
09-Oct-06 |
|
Allison Thacker
Lead Manager since
19-Jan-07 |
|
| Thacker is a portfolio manager with RS Investments, her employer since July 2000. Previously, Thacker was an analyst covering Internet and consumer discretionary stocks with RS Investments. Before that, she worked as an analyst with Putnam Investments and as an analyst in the energy group at Merrill Lynch. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies that have the potential for more rapid growth than the overall economy. It normally invests a substantial amount of assets in companies with market capitalizations of up to 120% of the market capitalization of the largest company included in the Russell 2000? Index. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
159.00% |
| Average for Category:
|
131.92% |
|
| Expense |
RSEKX |
Category
Avg |
| Total Expense Ratio: |
2.28%
|
1.60% |
| Max 12b1 Fee: |
0.65%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
%
|
2.67% |
| 3 Yr Expense Projection*: |
$755 |
$690 |
| 5 Yr Expense Projection*: |
$1,291 |
$1,094 |
| 10 Yr Expense Projection*: |
$2,756 |
$2,198 |
|
|
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