| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Lateef Investment Management, L.p. funds
Performance
The fund has returned 23.73 percent over the past year, 16.99 percent over the past three years, and 7.94 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.9% |
| 1 Year | 23.7% |
| 3 Years (Annualized) | 17.0% |
| 5 Years (Annualized) | 7.9% |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Lateef Fund has an expense ratio of 0.99 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
