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Kalmar "Growth-with-Value" Small Cap FundTICKER:KGSCX
TICKER:KGSCXCapital Gain Distributions |  |
By virtue of our longer than average holding period for portfolio holdings, the Kalmar "Growth-with-Value" Small Cap Fund has primarily paid long-term capital gains since its inception in 1997. At Kalmar, we believe it is important to be as tax-efficient as possible and maximize what shareholders keep after taxes.
Historical Distributions
| Year | Record Date | Ex-Date | Payable Date | Short-Term Gain per Share | Long-Term Gain per Share |
|---|---|---|---|---|---|
| 2011 | 12/28/2011 | 12/29/2011 | 12/30/2011 | $0.000000 | $0.855590 |
| 2010 | 12/29/2010 | 12/30/2010 | 12/31/2010 | $0.000000 | $0.276734 |
| 2009 | 12/29/2009 | 12/30/2009 | 12/31/2009 | $0.000000 | $0.000000 |
| 2008 | 12/29/2008 | 12/30/2008 | 12/31/2008 | $0.000000 | $0.000000 |
| 2007 | 12/27/2007 | 12/28/2007 | 12/31/2007 | $0.000000 | $3.660973 |
| 2006 | 12/27/2006 | 12/28/2006 | 12/29/2006 | $0.000000 | $0.745236 |
| 2005 | 12/28/2005 | 12/29/2005 | 12/30/2005 | $0.000000 | $0.491757 |
| 2004 | 12/29/2004 | 12/30/2004 | 12/31/2004 | $0.000000 | $0.526172 |
| 2003 | 12/29/2003 | 12/30/2003 | 12/31/2003 | $0.000000 | $0.724800 |
| 2002 | 12/27/2002 | 12/30/2002 | 12/31/2002 | $0.000000 | $0.000000 |
| 2001 | 12/27/2001 | 12/28/2001 | 12/31/2001 | $0.000000 | $0.000000 |
| 2000 | 12/27/2000 | 12/28/2000 | 12/29/2000 | $0.000000 | $2.587300 |
| 1999 | 12/29/1999 | 12/30/1999 | 12/31/1999 | $0.000000 | $0.000000 |
| 1998 | 12/29/1998 | 12/30/1998 | 12/31/1998 | $0.000000 | $0.000000 |
| 1997* | 12/29/1997 | 12/30/1997 | 12/31/1997 | $0.172050 | $0.750320 |
*Inception 4/1/97
Past performance is not indicative of future results and there is no guarantee the fund will pay a distribution.
Shares of the Kalmar Pooled Investment Trust are distributed by BNY Mellon Distributors Inc., King of Prussia, PA., not an advisor affiliate.