iMGP Global Select Instl (MSEFX)
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iMGP Global Select Instl
Glendora CA 91741
2020 E. Financial Way, Suite 100
Masters Select Funds Trust
6268521033
Management Information
,Lead Manager since December 25, 2023
Rayna Lesser Hannaway, Head of Team, Portfolio Manager and Analyst, is a portfolio manager for the Global SMID Company Growth, U.S. Small Company Growth and U.S. SMID Company Growth strategies. Lesser Hannaway joined Polen Capital in 2017. Prior to joining Polen Capital, she spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Lesser Hannaway received a B.A. in Economics from Barnard College, a division of Columbia University. Lesser Hannaway is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing.
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
CategoryWorld Large-Stock Blend
Fund FamilyiM Global Partner Fund Management
Net Assets107.69M
YTD Return-0.33%
Yield0.43%
Morningstar Rating★★
Inception DateDec 30, 1996
Fund Operations
Last Dividend0.05
Last Cap Gain13.00
Holdings Turnover55.74%
Average for CategoryN/A
Fees & Expenses
ExpenseMSEFXCategory Average
Annual Report Expense Ratio (net)1.01%0.95%
Prospectus Net Expense Ratio1.01%N/A
Prospectus Gross Expense Ratio1.21%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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