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Fund |
| Fund name: RS Contrarian
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| Symbol: RSCOX
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Portfolio contains these types of investments:
Ivanhoe Energy - Metromedia Intl Grp - EOG Resources - Devon Energy - QUALCOMM - Sirius Satellite Radio - Inco Cl VBN - - Brookfield Properties - Dundee Bancorp Cl A - Anderson Explor
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| Minimum Investment: $5,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
RS Contrarian Fund seeks long-term growth. The fund primarily invests in equities of domestic, multinational, and foreign companies that are undiscovered or temporarily out of favor. It may purchase domestic and foreign equities issued by companies of all sizes, industries, and geographical markets. The fund may invest the balance of assets in foreign or domestic debt, including lower-rated, high-yielding securities. It may engage in short sales of securities that management expects to decline in price. The fund is nondiversified. On April 12, 1999, Robertson Stephens Contrarian Fund - Class C merged into the fund. Past name: Contrarian Fund.
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Expenses
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| Annual expense ratio: 2.17
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 9.79
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| Performance Year to Date: 4.30
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| Performance 12 Months: 10.3
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| Performance 3 Years: -9.2
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| Performance 5 Years: -2.4
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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