Lateef Focused Growth Fund Quote
| LIMAX Fund | USD 7.18 0.07 0.98% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Lateef Focused is trading at 7.18 as of the 7th of January 2025; that is 0.98% up since the beginning of the trading day. The fund's open price was 7.11. Lateef Focused has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of December 2024 and ending today, the 7th of January 2025. Click here to learn more.
The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a competitive advantage. The Sub-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 Sub-Adviser, generate consistently high returns on capital. More on Lateef Focused Growth
Moving together with Lateef Mutual Fund
| 1.0 | LIMIX | Lateef Focused Growth | PairCorr |
| 0.85 | FAFGX | American Funds | PairCorr |
| 0.85 | FFAFX | American Funds | PairCorr |
| 0.83 | GFACX | Growth Fund | PairCorr |
| 0.86 | GFAFX | Growth Fund | PairCorr |
Moving against Lateef Mutual Fund
Lateef Mutual Fund Highlights
| Fund Concentration | Lateef Funds, Large Blend Funds, Large Growth Funds, Large Growth, Lateef (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of September 2021 |
| Fiscal Year End | April |
Lateef Focused Growth [LIMAX] is traded in USA and was established 7th of January 2025. Lateef Focused is listed under Lateef category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Lateef family. This fund now has accumulated 43.27 M in assets with no minimum investment requirementsLateef Focused Growth is currently producing year-to-date (YTD) return of 2.16%, while the total return for the last 3 years was -1.69%.
Check Lateef Focused Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lateef Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lateef Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lateef Focused Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lateef Focused Growth Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| FISV | Fiserv Inc | Stock | Financials | |
| KEYS | Keysight Technologies | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Lateef Focused Growth Risk Profiles
| Mean Deviation | 0.7709 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 |
Lateef Focused Against Markets
Other Information on Investing in Lateef Mutual Fund
Lateef Focused financial ratios help investors to determine whether Lateef Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lateef with respect to the benefits of owning Lateef Focused security.
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