Villere Equity Fund

Class Other (VLEQX)

U.S. News evaluated 221 Mid-Cap Growth 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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The fund has returned 18.51 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 18.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks to achieve long-term growth. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in common stocks of approximately 20 to 30 companies, but may also invest in preferred stocks, rights and warrants, and may occasionally invest in initial public offerings of companies. The fund may invest up to 10% of its assets in foreign securities through American Depositary Receipts ("ADRs").


Fees are Low compared to funds in the same category.
Villere Equity Fund has an expense ratio of 1.25 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Villere Funds

Mid-Cap Growth Funds

Highest Returns (10-year)

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