Nasdaq - Delayed Quote USD
Logan Capital Large Cap Grth Instl (LGNGX)
33.47
+0.19
+(0.56%)
At close: August 15 at 8:00:32 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- 1,000
- Min Initial Investment, AIP
- 1,000
- Min Subsequent Investment
- 100,000
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- DailyAccess Corporation RTC
- Scottrade NTF
- DailyAccess Corporation Matrix
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
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.
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 |
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 |
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