Great lakes Disciplined Equity Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 4 1
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.40 percent over the past year, and 15.15 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 28.4%
3 Years (Annualized) 15.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return. Under normal market conditions, the fund invests at least 80% of its assets in equity securities including common and preferred stocks and convertible securities. Typically, it invests at least 80% of its assets in common stocks issued by large-capitalization companies, although it is currently anticipated that the fund normally will invest at least 95% of its net assets in these companies. The fund advisor considers a company to be a large cap company if it has a market capitalization, at the time of purchase, within the capitalization range of the S&P 500® Index.

Fees

Fees are Average compared to funds in the same category.
Great lakes Disciplined Equity Fund has an expense ratio of 0.55 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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