Van Kampen O'Shaughnessy S/M Cp Gr A
522 Fifth Avenue New York, NY 10036
Phone: 800-847-2424
| Category: | Mid-Cap Growth | | Fund Family: | Van Kampen | | Net Assets: | 1.09M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Apr-09 |
|
James O'Shaughnessy
Lead Manager since
30-Apr-09 | | | O'Shaughnessy was associated in an investment management capacity with Bear Stearns Asset Management from 2001 to 2007. Prior to joining Bear Stearns Asset Management, he had investment management responsibilities at O'Shaughnessy Capital Management from 1987 to 1999 and at Netfolio, Inc. from 1999 to 2001. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks and other equity securities of small- and medium-sized growth companies. It may invest up to 25% of total assets in securities of foreign issuers. The fund may invest up to 10% of total assets in real estate investment trusts (?REITs?) or foreign real estate companies. It may invest up to 10% of total assets in other investment companies, including exchange-traded funds (?ETFs?). |
| Last Dividend
| N/A | | Last Cap Gain
(10-Dec-09):
| 0.10 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 132.16% |
|
| Expense | VOSAX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$N/A | $707 | | 5 Yr Expense Projection*: |
$N/A | $1,038 | | 10 Yr Expense Projection*: |
$N/A | $2,057 |
|
|
