Tamarack Enterprise C
100 South Fifth Street Suite 2300 Minneapolis MN 55402
Phone: 800-422-2766
| Category: |
Small Blend |
| Fund Family: |
Tamarack |
| Net Assets: |
2.04M |
| Year-to-Date Return: |
-4.00% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
19-Apr-04 |
|
Lance F. James
Lead Manager since
01-Jan-99 |
|
| James is a vice president and managing director at OFI Institutional, he has over 24 years of investment experience. Prior to joining OFI Institutional in April 2006, James was a managing director and portfolio manager at Babson Capital since 1986. Previously, he spent time at Rockwell International Corporation, EBF Associates of Boston and later at Hewitt Associates. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital. The fund normally invests in common stocks of small capitalization companies whose market capitalizations are at or below the highest capitalization represented in the Russell 2000 index. |
| Last Dividend
|
N/A |
| Last Cap Gain
(19-Dec-07):
|
3.50 |
| Annual Holdings Turnover
|
22.00% |
| Average for Category:
|
84.37% |
|
| Expense |
TETCX |
Category
Avg |
| Total Expense Ratio: |
2.08%
|
1.41% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
1.00%
|
2.54% |
| 3 Yr Expense Projection*: |
$691 |
$599 |
| 5 Yr Expense Projection*: |
$1,198 |
$948 |
| 10 Yr Expense Projection*: |
$2,591 |
$1,904 |
|
|
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