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Industry Leaders D (ILFDX)

On Feb 10: 9.02 USD  Up 0.12 (1.35%)  
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 INDUSTRY LEADERS FUND D SHS Delayed quote dataEdit
Net Asset Value:9.02
Trade Time:Feb 10
Change:Up 0.12 (1.35%)
Prev Close:9.02
YTD Return*:23.37%
Net Assets*:2.40M
Yield*:1.04%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for ILFDX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:2.40M
Category:Large Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:23.37%
5y Avg Return:2.24%
Rank in Category (ytd):1253
% Rank in Category (ytd):62%
Beta (3y):1.02
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund invests substantially all assets in companies that are predominantly leaders in their respective industries and have common shareholder's equity among the highest in their respective industries with debt securities, if any, rated at least "A" by a nationally recognized rating organization. The companies selected by the portfolio strategy may be considered to be "Blue Chip" companies. The fund consists of the common stocks representing 65 to 85 companies, primarily domestic, from between 45 to 60 different industries.
Fund Profile


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