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Fund |
| Fund name: Enterprise Capital Appreciation B
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| Symbol: ECABX
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Portfolio contains these types of investments:
Corning - EMC - Genentech - Oracle - Citigroup - Wal-Mart Stores - General Elec - Sprint (PCS Group) - Fannie Mae - Morgan Stanley/Dean Witter
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: NA
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Brief fund description:
Enterprise Capital Appreciation Fund - Class B seeks capital appreciation. The fund normally invests at least 65% of assets in common stocks. Management seeks companies with steadily increasing earnings and an average three-year performance record for sales, earnings, dividend growth, pretax margins, return on equity, and earnings reinvestment that is 1.5 times the average performance of the S&P 500 for the same period. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads; Y shares are designed for institutional investors.
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Expenses
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| Annual expense ratio: 2.08
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: 5.00
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Performance
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| Performance 3 Months: 9.95
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| Performance Year to Date: 0.50
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| Performance 12 Months: 29.3
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| Performance 3 Years: 22.2
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| Performance 5 Years: 19.5
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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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