Leeb Focus
2960 N. Meridian Street, Suite 300 Indianapolis, IN 46208
Map
Phone: 866-400-5332
| Category: | Large Growth | | Fund Family: | Leeb | | Net Assets: | 12.51M | | Year-to-Date Return: | 20.66% | | Yield: | 0.20% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-Dec-06 |
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David A. Sandell
Lead Manager since
18-Dec-06 | | | David A. Sandell, CFA, born in 1982, joined LCM in June 2004 where he is currently serving in the capacity of Head Trader and Portfolio Manager. In addition, Mr. Sandell is an Associate Editor of TCI. Prior to joining LCM, Mr. Sandell was an Intern/Sales Assistant at Morgan Stanley from December 2001 through 2003. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation, consistent with the preservation of capital. The fund invests primarily in large capitalization equity securities and focuses on finding stocks that appear capable of sustaining high growth rates and that are selling at attractive prices relative to their potential for growth. It may invest up to 20% of assets in common stocks of companies of small- and mid-capitalization if the advisers research indicates that the companies represent true leaders in their market sectors and satisfy the advisers other investment criteria. |
| Last Dividend
(22-Dec-08):
| 0.02 | | Last Cap Gain
(18-Dec-07):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | LCMFX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.94% Nasdaq 
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