4 / 5 Stars
4 3 5 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#74 in Large Value
U.S. News evaluated 330 Large Value 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 13.33 percent over the past year, 10.98 percent over the past three years, 4.77 percent over the past five years, and 8.23 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.8%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||8.2%|
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 are Low compared to funds in the same category.
Stralem Equity Fund has an expense ratio of 0.98 percent.
Risk is Low compared to funds in the same category according to Morningstar.