Cove Street Capital Small Cap Val Instl (CSCAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Cove Street Capital Small Cap Val Instl
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series(CSC)
Management information
,Lead manager since 29 September 1998
Jeffrey Bronchick, CFA, is the Portfolio Manager and founder of Cove Street Capital (CSC). He has over 30 years’ experience running research-driven, concentrated, value-based strategies across all market capitalizations. Prior to the founding of CSC, Mr. Bronchick was the Chief Investment Officer and a lead principal of Reed Conner & Birdwell, LLC, a Los Angeles based investment manager. He was one of the first columnists for the TheStreet.com in the 1990’s and then moved on to a similar role with Grant’s Interest Rate Observer’s first online effort. Mr. Bronchick also previously worked in equity research, sales, and trading roles at Neuberger Berman, Bankers Trust, and First Boston. He attended the London School of Economics and graduated from the University of Pennsylvania with a BA in Economics.
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
CategorySmall Blend
Fund familyCove Street Capital
Net assets23M
YTD return-5.98%
Yield0.00%
Morningstar rating★
Inception date2 Oct 2001
Fund operations
Last dividend0.47
Last cap gain21.00
Holdings turnover45.00%
Average for categoryN/A
Fees and expenses
ExpenseCSCAXCategory average
Annual report expense ratio (net)1.27%1.03%
Prospectus net expense ratio1.27%N/A
Prospectus gross expense ratio1.61%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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