Date updated:12-11-2007
This fund has a Morningstar rating of 3 stars and is run by Douglas Pyle. Pyle is a managing director of US Trust, his employer since 1999. Prior to this Pyle served as chief investment officer of Radnor Capital Management.
Excelsior Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of smaller U.S.-based companies that are in the early stages of development and which the Adviser believes have the potential to achieve substantial long-term earnings growth.
Current Returns:
1-Year: 12.85%
3-Year: 12.60%
5-Year: 19.84%
As of 10/31/07

-
FCN
Fti Consulting In - $46.85
- -0.78%
- $46.89
No Analysis added

-
SGR
Sgr - $0.00
- N/A
- $N/A
No Analysis added

-
GFIG
Gfi Group Inc. - $5.10
- +0.20%
- $5.04
No Analysis added

-
FLIR
Flir Systems - $29.62
- -2.37%
- $30.10
No Analysis added

-
HLX
Helix Energy Solu - $12.72
- -3.78%
- $13.05
No Analysis added

-
MANH
Manhattan Associa - $23.86
- -1.97%
- $24.00
No Analysis added

-
TNL
Technitrol Inc - $5.35
- -11.42%
- $6.00
No Analysis added

-
PWR
Quanta Services I - $19.76
- -2.56%
- $20.14
No Analysis added
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
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