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Equity

MDFOX

Focus Growth Fund

Overview

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Performance

Performance

  • Returns

  YTD 1m 3m 1y 3y 5y 10y
23.80 6.19 5.95 10.94 74.28 101.57 333.97
17.30 0.62 0.39 5.11 65.13 90.99 311.18
Benchmark (%) Index: Russell 1000 Growth Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 21.49 6.87 4.64 11.56 64.58 87.46 351.84
Morningstar Category Avg. (%) Large Growth 23.06 1.60 1.89 9.06 60.03 71.04 294.44
Lipper Category Avg. (%) Large-Cap Growth Funds 21.79 6.75 4.81 10.79 63.91 79.59 308.34
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.

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 Sep 13, 2019 $114.5 M
Size of Fund (Millions) as of Sep 13, 2019 $217.4 M
Share Class launch date Mar 03, 2000
Asset Class Equity
Morningstar Category Large Growth
Lipper Classification Large-Cap Growth Funds
Benchmark Index Russell 1000 Growth Index
CUSIP 09251P101
Number of Holdings as of Aug 30, 2019 42
Max Offer Price as of Sep 13, 2019 $4.81
Open to New Investors Yes
Turnover Percent as of Aug 31, 2019 51%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Aug 30, 2019 $ 286,019.4 M
R-Squared (3y) as of Aug 31, 2019 88.57
Beta (3y) as of Aug 31, 2019 1.00
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 16.84%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -15.43%
Fund Standard Deviation (3y) as of Aug 31, 2019 14.10

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for Focus Growth Fund, Class A, as of Aug 31, 2019 rated against 1236 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 Aug 31, 2019 out of 575, 12,229, 576, 162 and 576 Funds, respectively in Lipper's Large-Cap Growth Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Jul 25, 2019) ‡

Holdings

Holdings

as of Aug 30, 2019
Name Weight (%)
AMAZON.COM INC 9.86
MICROSOFT CORPORATION 5.93
VISA INC 4.65
MASTERCARD INC 4.53
UNITEDHEALTH GROUP INC 3.20
Name Weight (%)
SALESFORCE.COM INC. 3.17
IAC/INTERACTIVECORP 3.04
COSTAR GROUP INC 2.97
BOEING CO 2.95
S&P GLOBAL INC 2.95

Exposure Breakdowns

Exposure Breakdowns

as of Aug 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Aug 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Aug 30, 2019

% of Market Value

Type Fund Benchmark Net
as of Aug 30, 2019

% 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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