Skip to search.
 TSX Up 0.64% TSX Ventures  0.00%
Streaming
Ticker Tape: On

Capital Management Small Cap Instl (CMSSX)

21.81 Up 0.24(1.11%) Jun 18

Prev Close:21.81
YTD Return*:13.78%
Net Assets*:13.89M
Yield*:1.42%

* As of 31-Mar-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CMSSX at this time.

Must Read

Top Holdings

Symbol% AssetsYTD Return %
SCL4.5510.68
LDR4.01-8.71
DLX3.9628.63
LNCE3.954.56
RYN3.8215.05

Fund Basics

Morningstar Overall Rating:
Total Assets:13.89M
Category:Small Blend
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:13.78%
5y Avg Return:8.73%
Rank in Category (ytd):14
% Rank in Category (ytd):1.99%
Beta (3y):1.02
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity securities of small-capitalization ("small-cap") companies. It considers a small-cap company to be one that has market capitalization within the range of $100 million to $1.5 billion. The fund will invest at least 90% of its total assets in equity securities, of which at least 80% of its total assets will be invested in the equity securities of small-cap companies. It may invest in derivative instruments, including put and call options. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback