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Chiron SMid Opportunities I (CSMOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.420.00 (0.00%)
At close: 08:00PM EDT

Chiron SMid Opportunities I

One Freedom Valley Drive

Advisors' Inner Circle Fund III

(800) 932-7781
Management information
Scott R. Sullivan,Lead manager since 27 February 2019
Scott Sullivan, Portfolio Manager, joined Chiron in 2018 and serves as co-portfolio manager. Previously, Mr. Sullivan worked as a portfolio manager for Ivy Investments/Waddell & Reed for 11 years, where he gained experience with both global multi-asset and small cap equity portfolios. He was Vice President of IICO and Vice President of portfolio manager for another investment company for which IICO serves as investment manager. Mr. Sullivan joined Waddell & Reed in 2007 as an equity investment analyst. He has served as Assistant Vice President and assistant portfolio manager for other investment companies managed by IICO since 2014. He earned a BA in Economics from Tufts University, and holds an MBA with an emphasis in Applied Security Analysis from the University of Wisconsin-Madison.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Small/Mid Stock
Fund familyChiron Investment Management
Net assets23.42M
YTD return6.98%
Yield2.64%
Morningstar rating★★
Inception date15 Jul 2021

Fund operations

Last dividend0.18
Last cap gain-30.00
Holdings turnover463.00%
Average for categoryN/A

Fees and expenses

ExpenseCSMOXCategory average
Annual report expense ratio (net)1.45%1.26%
Prospectus net expense ratio1.45%N/A
Prospectus gross expense ratio1.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A