Lou Holland Growth Inv
One North Wacker Drive Suite 700 Chicago IL 60606
Map
Phone: 800-295-9779
| Category: | Large Growth | | Fund Family: | Lou Holland Trust | | Net Assets: | 45.92M | | Year-to-Date Return: | 27.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Apr-96 |
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Monica L. Walker
Lead Manager since
30-Apr-96 | | | Walker is a founding partner of Holland Capital, established in 1991. She serves as the equity portfolio manager and as chief investment officer for equity. She holds primary responsibility for equity research and trading. Walker began her career at Texas Utilities in 1981, where she served in various capacities in the accounting and audit departments. She then became the manager of Trust Funds Administration, where she oversaw the company?s pension and defined contribution plans. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital; The receipt of dividend income is a secondary consideration. The fund invests in common stocks of mid- to large-capitalization growth companies. In pursuing its investment objective, It maintains a diversified portfolio of equity securities of high quality companies that have earnings growing faster than the general market, strong management, and superior industry positions and/or niche products. The fund invests primarily in U.S. companies, it may seek companies that are organized in foreign countries that exhibit the growth characteristics. |
| Last Dividend
(19-Dec-07):
| 0.01 | | Last Cap Gain
(17-Dec-08):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | LHGFX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 428 | $672 | | 5 Yr Expense Projection*: |
$ 739 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,624 | $2,074 |
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