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    Golden Large Cap Core Institutional (GLDLX)

    14.76 Down 0.11(0.74%) Apr 27
    Prev Close:14.76
    YTD Return*:3.53%
    Net Assets*:89.24M
    Yield*:0.56%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for GLDLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS2.806.54
    DAL2.45-11.87
    LNC2.45-1.04
    MCK2.437.40
    SNDK2.40-33.22

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:89.24M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.70%

    Performance & Risk

    YTD Return:3.53%
    5y Avg Return:15.41%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.31%
    Beta (3y):1.02
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S.-listed equity securities of companies with large market capitalizations. Such securities may be issued by companies that are organized in the U.S. or those organized in a foreign jurisdiction. For these purposes, large market capitalization companies are those with market capitalizations that are similar, at the time of their purchase, to those of the companies in the S&P 500® Index or the Russell 1000® Index. View More
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