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Professionally Managed Portfolios - CAN SLIM Tactical Growth Fund (CANGX)

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Professionally Managed Portfolios - CAN SLIM Tactical Growth Fund

Professionally Managed Port (NCAM)

615 E. Michigan St. 3rd Floor

Milwaukee, WI 53202

800-558-9105
Management Information
Patrick Jamin,Lead Manager since January 29, 2012
Patrick Jamin joined NorthCoast Asset Management in January, 2012 as Chief Investment Officer. In his role he oversees all investment activity including portfolio management and investment research. Previously Mr. Jamin was a Partner at Numeric Investors directing the effort for all European Strategies and managing Numeric’s World Fundamental Statistical Arbitrage Strategy. Prior to that he served as a Portfolio Manager at Standard Pacific Capital and as a Senior Quantitative Analyst at AIM Investments. Patrick earned an M.B.A. from Harvard Business School with high distinction (2002), a Masters of Science in Telecommunications from Ecole Nationale Superieure des Telecommunications de Paris (1997), a diploma of “Ingenieur de l’Ecole Polytechnique” from Ecole Polytechnique in Palaiseau, France (1995). Patrick is a CFA® charterholder and a certified Financial Risk Manager (FRM).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--70% to 85% Equity
Fund FamilyNorthCoast
Net Assets15.51M
YTD Return15.11%
Yield0.07%
Morningstar Rating★★
Inception DateSept 25, 2005

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover107.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCANGXCategory Average
Annual Report Expense Ratio (net)1.43%0.71%
Prospectus Net Expense Ratio1.43%N/A
Prospectus Gross Expense Ratio1.95%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A4.99%
Max Deferred Sales LoadN/A1.43%
3 Yr Expense Projection550N/A
5 Yr Expense Projection983N/A
10 Yr Expense Projection2,191N/A