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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Linde, Hansen & Co., LLC funds
Performance
The fund has returned 18.36 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.7% |
| 1 Year | 18.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital, with income as a secondary objective. The fund's advisor uses its disciplined, contrarian value strategy to invest in equities, traded on U.S. based exchanges; building concentrated, long-only portfolios. Its advisor does not buy any securities on exchanges located outside of the United States. The fund's advisor does not sell common stock short nor will it use derivatives as part of its strategy. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Linde Hansen Contrarian Value Fund has an expense ratio of 1.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
