M.D. Sass Equity Income Plus Retail (MDEPX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.10%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||6.29%|
|Morningstar Risk Rating:|
The investment seeks to generate income as well as capital appreciation, while emphasizing downside protection.
Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowing for investment purposes) in equity securities with a minimum market capitalization needed to be included in the Russell 1000® Large Cap Value Index. View More