SIMG Launches Class C Shares For Small And Mid Cap Funds
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LITTLE ROCK, Ark.--(Business Wire)--
Stephens Investment Management Group, LLC(R) ("SIMG"), announces
the launch of the Class C shares (C-shares) for the Stephens Small Cap
Growth and Stephens Mid Cap Growth Funds.
C-shares will be offered to all shareholders, existing and new, as
of March 28, 2008. The minimum initial investment is $2,500, although
if purchased through an IRA, the minimum initial investment is only
$1,000. The maximum deferred sales charge is 1.00% if you redeem your
shares within one year of purchase and the distribution/shareholder
servicing fee (12b-1) is 1.00%.
"We launched these new share classes primarily to address client
requests for C-shares. We recognize that a 'one-size fits all'
approach in the retail market doesn't work. Clients have different
needs, time horizons and investable assets that require different
structured products. We want to ensure that we have a product to meet
the varied needs of our clients," commented Patrick White, Director of
Marketing for SIMG.
The Stephens Small Cap Growth Fund (STSGX; A-shares) and (STGCX;
C-shares) invests at least 80% of its total assets in a diversified
portfolio of common stocks of U.S. small-cap companies, typically
comprised of companies with market cap of $2.5 billion or less. The
Stephens Mid Cap Growth Fund (STMGX; A-shares) and (SFMCX; C-shares)
seeks long-term growth of capital through investment in a diversified
portfolio of stocks from U.S. companies with a market cap between $1.5
billion and $12.5 billion. The A and C share classes differ only with
respect to ongoing fees. These funds will be available through
financial advisors, mutual fund supermarkets and brokerage firms.
About Stephens Investment Management Group, LLC
Stephens Investment Management Group, LLC (SIMG) specializes in
equity investment management focused on small and mid-capitalization
growth companies. SIMG was established in 2005 as a registered
investment advisor offering mutual funds and institutional separately
managed accounts for a variety of clients. SIMG is a wholly owned
subsidiary of Stephens Investments Holdings LLC and an affiliate of
Stephens Inc. SIMG maintains offices in Little Rock, Arkansas and
Houston, Texas. As of February 29, 2008, SIMG managed $334 million for
a growing number of institutions, retirement plans, insurance
companies, foundations, endowments, and individuals.
For additional information on the Funds, visit
www.stephensfunds.com
The Funds investment objectives, risks, charges, and expenses must
be considered carefully before investing. This and other information
is contained in the Funds prospectus, which you may obtain by calling
1-866-735-7464 or visiting www.stephensfunds.com. Read the prospectus
carefully before you invest or send money.
Mutual fund investing involves risk. Principal loss is possible.
Investing in small and medium sized companies involves greater risk
than investing in more established companies, including business risk,
significant stock price fluctuations and illiquidity. Because the
value of an investment in the Fund will fluctuate, there is the risk
that an investor will lose money. An investment will decline in value
if the value of the Fund's investments decreases. The Fund may invest
in foreign securities which involve greater volatility and political,
economic and currency risks and differences in accounting methods.
The Funds are distributed by Quasar Distributors LLC. (3/08)
Stephens Investment Management Group, LLC
Patrick White, 713-993-4264
Copyright Business Wire 2008
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