Stralem Equity Fund

Scorecard
4 / 5 Stars
Lipper
3 2 5 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#146 in Large Blend

U.S. News evaluated 481 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 21.09 percent over the past year, 13.69 percent over the past three years, 16.15 percent over the past five years, and 8.21 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 21.1%
3 Years (Annualized) 13.7%
5 Years (Annualized) 16.2%
10 Years (Annualized) 8.2%

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of companies with a market capitalization of $4 billion or greater. The adviser selects securities of U.S. S&P 500 Index companies using a structural framework that forms the foundation of the adviser's investment philosophy. This framework generally consists of investing in stocks in what the adviser categorizes as two sectors: "Up Market" Companies and "Down Market" Companies. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Stralem Equity Fund has an expense ratio of 0.98 percent.

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Risk

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

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