Kalmar "Growth-with-Value" Small Cap Fund Investor Class (KGSCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund will invest at least 80% of its assets in the common stocks of small capitalization companies whose stock market capitalizations are $3 billion or less at the time of purchase. Using its "Growth-with-Value" investment philosophy, the adviser seeks to invest in companies that it believes have the potential for significant future business growth and capital appreciation, yet whose stocks, at the time of purchase, are also trading at prices that are undervalued in the public trading markets.


1 month-4.42% 3 years+12.37%
3 months-4.67% 5 years+21.80%
1 year+28.22% Since inception+9.70%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+21.80%+24.46%
Expense ratio1.52%1.44%
Risk 5 year sharpe ratio1.311.28
Net assets$871.1M$872.8M
Average market cap$2.2B$2.8B
Average P/E29.728.0
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyKalmar Investments
Fund manager & tenureFord Draper Jr. / 16 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock95.03%
International stock3.35%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.33%
Consumer service 14.02%
Healthcare 11.58%
Business service 10.59%
Hardware 9.21%
Top 10 Holdings
Portfolio weighting
IWO iShares Russell 2000 Growth5.96%
POL PolyOne Corporation2.96%
ACXM Acxiom Corporation2.91%
TRAK Dealertrack Technologies Inc2.17%
UNFI United Natural Foods, Inc.1.98%
BDC Belden, Inc.1.91%
ROG Rogers Corporation1.90%
DSW DSW Inc1.88%
COO Cooper Companies1.84%
MHR Magnum Hunter Resources Corporation1.81%

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