LIMAX : Lateef Focused Sustainable Growth Fund Class A

LIMAX is a US Stocks Market Large Growth with HIGH fees.

LIMAX

Lateef Focused Sustainable Growth Fund Class A

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

25% FI Score
  • limax
  • Mutual Fund
  • US Stocks
  • Large Growth

Lateef Focused Sustainable Growth Fund Class A

Expenses: 1.10% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide principal preservation and long-term capital appreciation. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies (market capitalizations greater than $2 billion) with, in the Adviser's opinion, a sustainable competitive advantage. The Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Adviser, generate consistent and sustainable high returns on capital. It is non-diversified.

Largest Holdings

Amount Holding
5.95% Danaher Corp
5.24% Progressive Corp
5.13% Clarivate Analytics PLC Ordinary Shares
5.06% Ball Corp
5.06% IQVIA Holdings Inc
4.90% Visa Inc Class A
4.86% PTC Inc
4.36% Equinix Inc
4.23% Fiserv Inc
4.12% Martin Marietta Materials Inc
3.94% Elanco Animal Health Inc
3.71% Alphabet Inc A
3.71% New York Times Co Class A
3.51% Aon Plc (Ie)
3.51% Woodward Inc
3.31% Arconic
3.30% Keysight Technologies Inc
3.17% Crown Holdings Inc
3.13% Catalent Inc
2.77% Aptiv PLC
2.77% SVB Financial Group
2.74% Twitter Inc
2.64% Guidewire Software Inc
2.59% Palo Alto Networks Inc
2.11% Microsoft Corp

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