4 / 5 Stars
5 3 5 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#78 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.92 percent over the past year, 12.78 percent over the past three years, and 6.81 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.5%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||N/A|
The investment seeks to provide principal preservation and long-term capital appreciation. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies (market capitalizations greater than $2 billion) with, in the Adviser's opinion, a sustainable competitive advantage. The Adviser uses an intensive fundamental due diligence research process to attempt to identify companies whose management teams have, in the view of the Adviser, high integrity and generate a consistent and sustainable high return on capital. It is non-diversified.
Fees are Average compared to funds in the same category.
Lateef Fund has an expense ratio of 1.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.