Nasdaq - Delayed Quote USD
Logan Capital Large Cap Grth Instl (LGNGX)
At close: August 15 at 8:00:32 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.12% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LGNGX | Category Average | LGNGX | Category Average | LGNGX | Category Average | |
| Alpha | -1.78 | 0.03 | -0.37 | 0.04 | -1.08 | 0.01 |
| BETA | 1.19 | 0.01 | 1.2 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 1.27 | 0.02 | 1.31 | 0.02 | 1.28 | 0.01 |
| R-squared | 93.59 | 0.89 | 91.45 | 0.87 | 88.03 | 0.87 |
| Standard Deviation | 23.61 | 0.2 | 21.71 | 0.16 | 17.58 | 0.15 |
| Sharpe Ratio | 0.16 | 0.01 | 0.37 | 0.01 | 1.13 | 0.01 |
| Treynor Ratio | 10.69 | 0.21 | 10.96 | 0.21 | 11.86 | 0.15 |
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