RS MidCap Opportunities A
388 Market Street Suite 1700 San Francisco CA 94111
Phone: 800-766-3863
| Category: |
Mid-Cap Growth |
| Fund Family: |
RS Funds |
| Net Assets: |
289.13M |
| Year-to-Date Return: |
17.53% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
12-Jul-95 |
|
John L. Wallace
Lead Manager since
12-Jul-95 |
|
| Wallace is a portfolio manager with RS Investment Management, his employer since 1995. Previously, he served as vice president with Oppenheimer Management Corporation for nine years. Prior to that, he spent four years in Quito, Ecuador, where he owned and operated an export firm. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term capital growth. The fund invests principally in equity securities. It normally invests at least 80% of assets in mid-cap companies which has a market capitalization of at least $1.5 billion and at most 120% of the market capitalization of the largest company included in the Russell Midcap index. The fund may at times invest a substantial portion of assets in technology companies. |
| Last Dividend
(6-Dec-01):
|
0.10 |
| Last Cap Gain
(20-Dec-07):
|
2.46 |
| Annual Holdings Turnover
|
214.00% |
| Average for Category:
|
114.05% |
|
| Expense |
RSMOX |
Category
Avg |
| Total Expense Ratio: |
1.30%
|
1.51% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
4.75%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.69% |
| 3 Yr Expense Projection*: |
$875 |
$697 |
| 5 Yr Expense Projection*: |
$1,177 |
$1,089 |
| 10 Yr Expense Projection*: |
$2,031 |
$2,172 |
|
|
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