RS Mid Cap Growth C
388 Market Street, Suite 1700, San Francisco, California 94111, USA
Phone: 800-766-3863
| Category: | Mid-Cap Growth | | Fund Family: | RS Funds | | Net Assets: | 380.00K | | Year-to-Date Return: | 9.12% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-May-07 |
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Allison Thacker
Lead Manager since
31-Jul-08 | | | Thacker is a portfolio manager with RS Investments, her employer since July 2000. Before that, she worked as a summer associate at Putnam Investments and as an analyst in the energy group at Merrill Lynch. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund invests principally in equity securities. It normally invests at least 80% of assets in mid-cap companies which has a market capitalization of at least $1.5 billion and at most 120% of the market capitalization of the largest company included in the Russell Midcap index. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-08):
| 0.26 | | Annual Holdings Turnover
| 281.00% | | Average for Category:
| 131.99% |
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| Expense | RMOCX | Category
Avg | | Total Expense Ratio: | 2.35%
| 1.53% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$733 | $680 | | 5 Yr Expense Projection*: |
$1,255 | $1,065 | | 10 Yr Expense Projection*: |
$2,686 | $2,102 |
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0.09 (1.11%)
