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    Consulting Group Large Cap Growth (TLGUX)

    21.56 Up 0.18(0.84%) Mar 2

    Profile as of Jan 30, 2015Get Profile for:
    Consulting Group Large Cap Growth
    Consulting Group Capital Markets Funds222 Delaware Avenue,7 Th FloorWilmington, DE 19801
    Map
    Phone: 888-454-3965
    Fund Overview 
    Category:Large Growth
    Fund Family:Morgan Stanley
    Net Assets:1.73B
    Year-to-Date Return:-2.39%
    Yield:0.31%
    Morningstar Rating:3 stars
    Fund Inception Date:Nov 18, 1991
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Stephen Knightly
    Lead Manager since Jan 2, 2009
    Steve joined Frontier in 1992 and became Vice President in December of 1994. Steve is a Chartered Financial Analyst.
    Investment Information 
    Min Initial Investment:100
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    TLGUX can be purchased from 6 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. It defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Growth Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

    Fund Operations 
    Last Dividend (Dec 7, 2014) : 0.07
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 26, 2015) : 56.00%
    Average for Category:57.83%
    Fees & Expenses 
    ExpenseTLGUXCategory Avg
    Annual Report Expense Ratio (net):0.67%1.20%
    Prospectus Net Expense Ratio:0.67%N/A
    Prospectus Gross Expense Ratio:0.67%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:1,123531
    5 Yr Expense Projection*:1,897839
    10 Yr Expense Projection*:3,9241,695
    * Per $10,000 invested