M.D. Sass Equity Income Plus Retail (MDEPX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.10%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||39|
|% Rank in Category (ytd):||11.96%|
|Morningstar Risk Rating:|
The investment seeks to generate income as well as capital appreciation, while emphasizing downside protection.
Under normal market conditions, the Equity Income Plus 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. The fund's investments in equity securities will consist primarily of common stock, but may also include convertible securities and securities of other investment companies and exchange-traded funds ("ETFs") that invest in equity securities. View More