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Advance Capital I Equity Growth (ADEGX)

On Nov 24: 17.80 USD  Down 0.03 (0.17%)  
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ADVANCE CAPITAL I, EQUITY GROWT Delayed quote dataEdit
Net Asset Value: 17.80
Trade Time: Nov 24
Change: Down 0.03 (0.17%)
Prev Close: 17.83
YTD Return*: 13.38%
Net Assets*: 222.97M
Yield*: N/A
* As of 31-Dec-07
Advance Capital I Equity Growth (ADEGX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 222.97M
Category: Mid-Cap Growth
Total Expense Ratio: 1.01%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 13.38%
5y Avg Return: 16.34%
Rank in Category (ytd): 164
% Rank in Category (ytd): 16.96%
Beta (3y): 1.21
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks with a focus on small and medium-sized growth companies, not including stock index futures and options. Small companies are considered to have market capitalization less than $3.3 billion. Medium-sized companies are considered to have market capitalization in the range of companies comprising the S&P MidCap 400 index or the Russell Midcap Growth index at the time of purchase. The management uses a combination of top-down quantitative models and fundamental bottom-up research to select companies.
Fund Profile


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