Equity

MALHX

Large Cap Focus Growth Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
29.71 12.80 16.99 8.96 5.83
Morningstar Category Avg. (%) Large Growth 27.67 11.06 15.29 8.31 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 533/1363 284/1216 203/1109 270/787 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 2 1 2 -
Lipper Category Avg. (%) Large-Cap Core Funds 20.65 9.81 14.26 7.50 -
Lipper Ranking Rankings are based on total return excluding sales charges. 11/795 23/697 14/637 37/477 -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 1 1 1 -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
29.71 0.89 7.42 29.71 43.51 119.15 135.96 177.55
Morningstar Category Avg. (%) Large Growth 27.67 0.62 6.44 27.67 36.98 103.66 122.09 -
Lipper Category Avg. (%) Large-Cap Core Funds 20.65 1.19 6.27 20.65 32.55 95.20 107.30 -
  2013 2014 2015 2016 2017
Total Return (%) Total return represents changes to the NAV and accounts for distributions from the fund. 33.40 14.47 2.58 7.86 29.71
Morningstar Category Avg. (%) Large Growth 33.92 10.00 3.60 3.23 27.67


The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found in the Performance section.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Feb 23, 2018 $144.7 M
Size of Fund (Millions) as of Feb 23, 2018 $691.2 M
Share Class launch date Dec 22, 1999
Asset Class Equity
Morningstar Category Large Growth
Lipper Classification Large-Cap Core Funds
Benchmark Index Russell 1000 Growth Index
CUSIP 09250J874
Number of Holdings as of Jan 31, 2018 43
Max Offer Price as of Feb 23, 2018 $14.42
Open to New Investors Yes
Turnover Percent as of Jan 31, 2018 79%

Portfolio Characteristics

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for Large Cap Focus Growth Fund, Class Inst, as of Jan 31, 2018 rated against 1215 Large Growth Funds.

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2018 out of 697, 11,901, 698, 338 and 698 Funds, respectively in Lipper's Large-Cap Core Funds classification.

Holdings

Holdings

as of Dec 29, 2017
Name Weight (%)
AMAZON.COM INC 8.06
MICROSOFT CORPORATION 6.72
ALPHABET INC 5.35
UNITEDHEALTH GROUP INC 5.31
VISA INC 5.09
Name Weight (%)
TENCENT HOLDINGS LTD 3.65
FACEBOOK INC 3.65
PRICELINE GROUP INC 3.37
BANK OF AMERICA CORP 3.01
BERKSHIRE HATHAWAY INC 2.91

Exposure Breakdowns

Exposure Breakdowns

as of Dec 29, 2017

% of Market Value

Type Fund Benchmark Net
as of Dec 29, 2017

% of Market Value

Type Fund Benchmark Net
as of Dec 29, 2017

% of Market Value

Type Fund Benchmark Net
as of Dec 29, 2017

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Lawrence Kemp
Managing Director

     

Portfolio Manager

Literature

Literature

 

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