Nasdaq - Delayed Quote USD
Logan Capital Large Cap Grth Instl (LGNGX)
At close: August 15 at 8:00:32 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -21.27% |
| 5y Average Return | 14.60% |
| Number of Years Up | 8 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Aug 4, 2022) | 39.12% |
| Worst 1Y Total Return (Aug 4, 2022) | -- |
| Best 3Y Total Return | 39.12% |
| Worst 3Y Total Return | 4.88% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LGNGX
Category
- YTD
- -21.27%
- 12.38%
- 1-Month
- 14.82%
- 5.09%
- 3-Month
- -1.36%
- 10.28%
- 1-Year
- -15.14%
- 41.70%
- 3-Year
- 14.98%
- 22.56%
- 5-Year
- 14.60%
- 21.98%
- 10-Year
- 14.83%
- 15.99%
- Last Bull Market
- 42.34%
- 25.99%
- Last Bear Market
- -19.37%
- -17.29%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 10 |
| 3-Month | 10 |
| 1-Year | 55 |
| 3-Year | 34 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | -16.87% |
| 3-Year | 13.26% |
| 5-Year | 14.24% |
| 10-Year | 14.68% |
Performance & Risk
| YTD Return | -21.27% |
| 5y Average Return | 14.60% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Logan Capital |
| Net Assets | 47.22M |
| YTD Return | -21.27% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2012 |
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets (including any borrowings for investment purposes) in large capitalization equity securities. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), rights and warrants, and may include securities of companies that are offered pursuant to an initial public offering ("IPO"). It may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.
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