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Old Mutual Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Old Mutual Funds OLD MUTAL HEITMAN REIT FUND CL A 68002Q792 OARTX Mutual Fund   Specialty - Real Estate  $           2500  $             -  $           2000 1.07 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL 2011-2020 AGGRESSIVE FUND CL A 68003L834 OTAIX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2011-2020 AGGRESSIVE INSTL 68003L305 OTAAX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2011-2020 CONSERVATIVE FUND A 68003L784 OTCPX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2011-2020 CONSERVATIVE INSTL 68003L107 OTCDX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.13 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2011-2020 MODERATE FUND CL A 68003L743 OTMFX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2011-2020 MODERATE FUND INSTL 68003L206 OTMBX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2021-2030 AGGRESSIVE FD INSTL 68003L602 OTACX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2021-2030 AGGRESSIVE FUND CL A 68003L826 OTAKX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2021-2030 CONSERVATIVE INSTL 68003L404 OTCEX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.14 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2021-2030 CONVERVATIVE FUND A 68003L776 OTCQX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2021-2030 MODERATE FUND CL A 68003L735 OTMHX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2021-2030 MODERATE FUND INSTL 68003L503 OTMDX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2031-2040 AGGRESSIVE FD INSTL 68003L883 OTAEX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2031-2040 AGGRESSIVE FUND CL A 68003L818 OTAMX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2031-2040 CONSERVATIVE FUND A 68003L768 OTCRX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2031-2040 CONSERVATIVE INSTL 68003L701 OTCLX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.14 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2031-2040 MODERATE FUND CL A 68003L727 OTMKX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2031-2040 MODERATE INSTL 68003L800 OTMEX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2041-2050 AGGRESSIVE FD INSTL 68003L859 OTAGX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2041-2050 AGGRESSIVE FUND CL A 68003L792 OTAOX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2041-2050 CONSERVATIVE FUND A 68003L750 OTCSX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL 2041-2050 CONSERVATIVE INSTL 68003L875 OTCMX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.14 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2041-2050 MODERATE FD INSTL 68003L867 OTMGX Mutual Fund   Asset Allocation  $           1000000  $             -  $           - 0.16 0 None No No 10 Y
Old Mutual Funds OLD MUTUAL 2041-2050 MODERATE FUND CL A 68003L719 OTMMX Mutual Fund   Asset Allocation  $           2500  $             -  $           2000 -999 0.25 5.75 Yes No 10 Y
Old Mutual Funds OLD MUTUAL ANALYTIC DEFENSIVE EQUITY A 680029816 ANAEX Mutual Fund   Growth and Income  $           2500  $             -  $           2000 2.07 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ANALYTIC DEFENSIVE EQUITY C 680029790 ANCEX Mutual Fund   Growth and Income  $           2500  $             -  $           2000 2.82 0.75 1.00 No Yes 10 N
Old Mutual Funds OLD MUTUAL ANALYTIC INSTL 680029774 ANIEX Mutual Fund   Growth and Income  $           1000000  $             -  $           - 1.77 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL ANALYTIC US LONG/SHORT CL A 68002Q305 OADEX Mutual Fund   Growth  $           2500  $             -  $           2000 2.03 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ANALYTIC US LONG/SHORT INSTL 68002T101 OISLX Mutual Fund   Growth  $           1000000  $             -  $           - 1.71 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC BAL PORT CL C 680029402 OMBCX Mutual Fund   Growth and Income  $           2500  $             -  $           2000 1.4 1 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC BAL PORT CL I 680029865 OMGIX Mutual Fund   Growth  $           1000000  $             -  $           2000 0.31 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC BALANCED CL A 680029303 OMABX Mutual Fund   Growth and Income  $           2500  $             -  $           2000 0.65 0.25 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC CONSERV CL I 680029857 OMCIX Mutual Fund   Income  $           1000000  $             -  $           2000 0.4 0 None Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC CONSERV PORT A 680029105 OMCAX Mutual Fund   Income  $           2500  $             -  $           2000 0.65 0.25 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC CONSERV PORT C 680029204 OMCCX Mutual Fund   Income  $           2500  $             -  $           2000 1.41 1 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC GROWTH CL C 680029808 OMCGX Mutual Fund   Growth  $           2500  $             -  $           2000 1.31 1 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC GROWTH PORT A 680029709 OMGAX Mutual Fund   Growth  $           2500  $             -  $           2000 0.56 0.25 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC GRW PORT CL I 680029881 OMBLX Mutual Fund   Growth and Income  $           1000000  $             -  $           2000 0.4 0 None Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC MOD GROWTH A 680029501 OMMAX Mutual Fund   Growth  $           2500  $             -  $           2000 0.57 0.25 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC MOD GROWTH C 680029600 OMMCX Mutual Fund   Growth  $           2500  $             -  $           2000 1.32 1 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC MOD GROWTH I 680029873 OMMIX Mutual Fund   Growth  $           1000000  $             -  $           2000 0.32 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL BARROW HANLEY VALUE - INSTL 68002T408 OIBHX Mutual Fund   Growth  $           1000000  $             -  $           - 0.9 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL BARROW HANLEY VALUE CL A 68002Q206 OAFOX Mutual Fund   Growth  $           2500  $             -  $           2000 1.35 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL CLAY FIN CHINA FD A 680029766 OMNAX Mutual Fund   Foreign Stock  $           2500  $             -  $           2000 1.95 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL CLAY FIN CHINA FD CLASS C 680029758 OMNCX Mutual Fund   Foreign Stock  $           2500  $             -  $           2000 2.7 0.75 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL CLAY FINLAY CHINA INSTL 680029733 OMINX Mutual Fund   Foreign Stock  $           1000000  $             -  $           2000 1.4 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL COLUMBUS CIRCLE TECH& COMM A 68002Q859 OATCX Mutual Fund   Specialty - Technology  $           2500  $             -  $           2000 1.45 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL COLUMBUS CRCL TECH&COMM INSTL 68002T614 OICTX Mutual Fund   Specialty - Technology  $           1000000  $             -  $           - 1.2 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL COPPER ROCK EMERG GRTH A 680029840 OMARX Mutual Fund   Growth  $           2500  $             -  $           2000 1.67 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL COPPER ROCK EMERG GRTH INST 680029824 OMIRX Mutual Fund   Growth  $           1000000  $             -  $           2000 1.22 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT HIGH YIELD INSTL 68002Q214 ODHYX Mutual Fund   Income  $           1000000  $             -  $           - 0.8 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT IN TRMD FIXED INC INSTL 68002T580 OIDIX Mutual Fund   Income  $           1000000  $             -  $           - 0.5 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT INTERMD FIXED INC A 68002Q800 OAFJX Mutual Fund   Income  $           2500  $             -  $           2000 0.83 0 4.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT INTERMED FIXED INC C 68002Q719 OCIRX Mutual Fund   Income  $           2500  $             -  $           2000 1.58 0.75 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT SH TRM FIXED INC INSTL 68002T630 OIDSX Mutual Fund   Corporate Bond - High Quality  $           1000000  $             -  $           - 0.55 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT SHORT TERM FXD INC A 68002Q107 OIRAX Mutual Fund   Corporate Bond - High Quality  $           2500  $             -  $           2000 0.95 0 3.00 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL DWIGHT SHRT TRM INC FD C 68002Q784 OIRCX Mutual Fund   Corporate Bond - High Quality  $           2500  $             -  $           2000 1.45 0.5 1.00 No Yes 10 Y
Old Mutual Funds OLD MUTUAL FOCUSED F UND - INSTL 68002T879 OIFCX Mutual Fund   Growth  $           1000000  $             -  $           - 0.71 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL FOCUSED FUND CL A 68002Q818 OAFCX Mutual Fund   Growth  $           2500  $             -  $           2000 1.35 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL GROWTH FU ND - INSTL 68002T846 OIGHX Mutual Fund   Growth  $           1000000  $             -  $           - 0.95 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL GROWTH FUND CL A 68002Q875 OAHGX Mutual Fund   Growth  $           2500  $             -  $           2000 1.1 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL HEITMAN REIT FUDN - INSTL 68002T820 OIHRX Mutual Fund   Specialty - Real Estate  $           1000000  $             -  $           - 0.91 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL INTL EQUITY FD CL A 680029725 OMXAX Mutual Fund   Foreign Stock  $           2500  $             -  $           2000 1.52 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL INTL EQUITY FD INSTL CL 680029683 OMXIX Mutual Fund   Foreign Stock  $           1000000  $             -  $           2000 1.02 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL LARGE CAP CONCENTRD CL A 68002Q842 OLGBX Mutual Fund   Growth  $           2500  $             -  $           2000 1.5 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL LARGE CAP GROWTH CONCNTD INSTL 68002T754 OILLX Mutual Fund   Growth  $           1000000  $             -  $           - 0.95 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL SELECT GROWTH FUND - INSTL 68002T713 OIGSX Mutual Fund    $           1000000  $             -  $           - None No Yes 10 Y
Old Mutual Funds OLD MUTUAL STRATEGIC SMALL CO FUND CL A 68002Q701 OSSAX Mutual Fund   Small Company  $           2500  $             -  $           2000 1.5 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL STRATEGIC SMALL CO. - INSTL 68002T655 OISSX Mutual Fund   Small Company  $           1000000  $             -  $           - 0.95 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL TS&W MID CAP VALUE FUND CL A 68002Q263 OTMAX Mutual Fund   Growth  $           2500  $             -  $           2000 1.4 0.25 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL TS&W MID CAP VALUE FUND INSTL 68002Q248 OTMIX Mutual Fund   Growth  $           1000000  $             -  $           50000 1 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL TS&W SMALL CAP FD CL A 68002Q602 OACVX Mutual Fund   Growth  $           2500  $             -  $           2000 1.53 0 5.75 Yes Yes 10 Y
Old Mutual Funds OLD MUTUAL TS&W SMALL CAP VALUE INST 68002T515 OICVX Mutual Fund   Growth  $           1000000  $             -  $           - 1.09 0 None No Yes 10 Y
Old Mutual Funds OLD MUTUAL ANALYTIC CLASS Z 680029782 ANDEX Mutual Fund   Growth and Income  $           2500  $             -  $           2000 1.81 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL ANALYTIC GLOBAL CLASS Z 680029550 ANGZX Mutual Fund   Growth  $           2500  $             -  $           2000 2.92 0 None No Yes O Y
Old Mutual Funds OLD MUTUAL ANALYTIC US LONG/SHORT Z 68002Q347 OBDEX Mutual Fund   Growth  $           2500  $             -  $           2000 1.83 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL ASSET ALL MODER GROW PORT CL Z 680029642 OMMZX Mutual Fund   Growth  $           2500  $             -  $           2000 0.32 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL ASSET ALLOC GROWTH CL Z 680029634 OMGZX Mutual Fund   Growth  $           2500  $             -  $           2000 0.32 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL ASSET ALLOCATION BALANCED PORTFOLIO CL Z 680029659 OMBZX Mutual Fund   Growth and Income  $           2500  $             -  $           2000 0.4 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL ASSET ALLOCATION CONSEV Z 680029667 OMCZX Mutual Fund   Income  $           2500  $             -  $           2000 0.4 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL BARROW HANLEY VALUE CL Z 68002Q313 OBFOX Mutual Fund   Growth  $           2500  $             -  $           2000 1.1 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL CLAY FINLAY CHINA CL Z 680029741 OMNZX Mutual Fund   Foreign Stock  $           2500  $             -  $           2000 1.7 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL COLUMBUS CIRCLE TECH&COMM Z 68002Q420 OBTCX Mutual Fund   Specialty - Technology  $           2500  $             -  $           2000 1.45 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL COPPER ROCK EMERGING GR Z 680029626 OMZRX Mutual Fund   Growth  $           2500  $             -  $           2000 1.42 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL DWIGHT INTERMED FD Z 68002Q271 OBFJX Mutual Fund   Income  $           2500  $             -  $           2000 0.53 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL DWIGHT SHORT TRM FIX INC Z 68002Q321 OBCPX Mutual Fund   Corporate Bond - High Quality  $           2500  $             -  $           2000 0.7 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL FOCUSED FUND CL Z 68002Q354 OBFVX Mutual Fund   Growth  $           2500  $             -  $           2000 1.12 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL GROWTH FUND CL Z 68002Q453 OBHGX Mutual Fund   Growth  $           2500  $             -  $           2000 1.1 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL HEITMAN REIT FD CL Z 68002Q297 OBRTX Mutual Fund   Specialty - Real Estate  $           2500  $             -  $           2000 1.07 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL INTERNAT- Mutual Fund - L EQUITY FUND CL Z 680029691 OMXZX Mutual Fund   Foreign Stock  $           2500  $             -  $           2000 1.27 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL LARGE CAP GROWTH CONCENTD FD Z 68002Q412 OLCPX Mutual Fund   Growth  $           2500  $             -  $           2000 1.25 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL STRATEGIC SMALL CO FD Z 68002Q396 OSSCX Mutual Fund   Small Company  $           2500  $             -  $           2000 1.25 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL TS&W MID CAP VALUE FD CL Z 68002T499 OTMZX Mutual Fund   Growth  $           2500  $             -  $           2000 1.12 0 None Yes Yes Y Y
Old Mutual Funds OLD MUTUAL TS&W SMALL CAP FD Z 68002Q289 OSMVX Mutual Fund   Growth  $           2500  $             -  $           2000 1.23 0 None Yes Yes Y Y



 








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