OTMIX (Old Mutual:TS&W MCV;I)
Net Asset Value: 8.85 1-Day Return: 0.00 (0.00%) YTD Return as of 2/9/12:Up 5.86%

Classification: Mid-Cap Value   Objective: Mid-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 5.86 4.26 16.43NANA
Classification 10.07 0.36 21.95 0.63 7.15
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)100997NANA

Fund Stats

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Investment Objective:Mid-Cap
Net Assets ($Mil)106.50
Inception Date:6/4/07
Manager Name, TenureBrett P. Hawkins, 2007
Expense Ratio: 1.00%
Sales Charge:
Load Type:
  
Institutional Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Old Mutual Cash Reserves Fund;institutional NA 12.13
Pg&e Corp Ord PCG 2.48
Aon Corp Ord AON 2.26
Annaly Capital Management Inc NLY 2.13
Crown Holdings Inc Ord CCK 2.09
Amdocs Ltd Ord DOX 2.05
Arch Capital Group Ltd Ord ACGL 2.04
Towers Watson And Co Ord TW 2.02
Bemis Co Inc Ord BMS 1.99
Amerisourcebergen Corp Ord ABC 1.98
% of Total Holdings 31.17

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