Excelsior Small Cap - UMLCX
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DESCRIPTION:
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
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