Mutual Fund Insights: Lateef C Fund (LIMCX)

In-depth Analysis of Lateef C Fund (LIMCX)

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See Lateef C Fund (LIMCX) performance details as of February 28, 2010

  

Last Trade: $8.82 on 3/19/2010, Change: -0.04 (-0.45%)

Experiment our closing price forecasting tool for Lateef C Fund (LIMCX) (alpha release)

  

Fund Manager - Quoc A. Tran

Fund Manager Tenure: 2.4 years   [Similar Funds: LIMAX  LIMIX ]
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

Quoc A. Tran joined Lateef in November 2005 as a senior portfolio manager and became an owner in January 2007. Quoc A. Tran started in the investment industry in 1996 as an analyst at Kemper Investments in Chicago. Tran then spent five years at Goldman Sachs and Co. as an institutional sales professional and left Goldman as vice president & director in the Equities Division.  Get more insights on Quoc A. Tran

  

 What we like about Lateef C Fund (LIMCX)

Data for Lateef C Fund (LIMCX) as of February 28, 2010

• Lateef C Fund (LIMCX) has an annual stock turnover rate of 51.89% vs Large Growth average of 109.62%. It is good that Lateef C management does not trade extensively for its return.

  

 What we are cautious about Lateef C Fund (LIMCX)

Data for Lateef C Fund (LIMCX) as of February 28, 2010

• Lateef C Fund (LIMCX) management has been with Lateef C Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
• Lateef C Fund is a focused fund with 57.02% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Lateef C Fund (LIMCX) has a less-than-ideal short-term performance (1-year return 45.67% vs 51.46 % Large Growth category average)
• Lateef C Fund (LIMCX) ratio of up-years vs down years can be improved
• Lateef C Fund (LIMCX) is less safe compared to its Large Growth peers
• Lateef C Fund (LIMCX) has a higher management fee of 2.81% than its Large Growth average of 1.33%
• Even though Lateef C Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses

See Lateef C Fund (LIMCX) performance details as of February 28, 2010

  

  

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Lateef C Fund (LIMCX) Net Asset

Track net asset change of Lateef C fund (LIMCX)

Date	Net Asset
02/2010	$129.14M
01/2010	$22.91M
11/2009	$22.17M

More historic net asset information on Lateef C Fund (LIMCX)

  

Lateef C Fund (LIMCX) Portfolio Allocation

Track portfolio allocation change of Lateef C fund (LIMCX)

Date	Cash	Stock	Bond	Other
09/2009	6.14%	93.85%	0%	0%
06/2009	6.77%	93.23%	0%	0%
03/2009	1.76%	98.24%	0%	0%

Click here to see more historic asset allocation information on Lateef C Fund (LIMCX)

  

Most Recent Top 10 Holdings in Lateef C Fund (LIMCX)

Discover what Lateef C Fund (LIMCX) manager is buying

30-Sep-09 A F L A C INC [7.61%] I T T EDUCATION SVCS [7.32%] Berkshire Hathaway Inc. B [5.73%] E M C CP [5.39%] TERADATA CORP [4.95%] Expeditors International of Was [4.91%] SUNCOR ENERGY INC [4.79%] VISA INC. [4.68%] SCRIPPS NETWORKS INT [4.65%] MASTERCARD INC [4.63%]

30-Jun-09 I T T EDUCATION SVCS [8.25%] A F L A C INC [6.85%] Berkshire Hathaway Inc. B [5.94%] E M C CP [5.22%] COLGATE PALMOLIVE [5.11%] ROCKWELL COLLINS INC [4.81%] Expeditors International of Was [4.79%] QUALCOMM Incorporated [4.77%] AFFILIATED MGRS GRP [4.77%] SCRIPPS NETWORKS INT [4.69%]

31-Mar-09 Berkshire Hathaway Inc. B [7.74%] QUALCOMM Incorporated [5.8%] E M C CP [5.53%] ECOLAB INC [5.36%] DENTSPLY International Inc. [5.13%] ROCKWELL COLLINS INC [5.03%] VISA INC. [4.9%] COLGATE PALMOLIVE [4.89%] Automatic Data Processing, Inc. [4.88%] Costco Wholesale Corporation [4.8%]

Click here for Stock Holding Change Map in Lateef C Fund (LIMCX)

  

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See more information on Lateef C Fund (LIMCX)

• Lateef C Fund Insights
• Lateef C Fund Performance Data
• Lateef C Fund News
• Lateef C Fund Score Explaination
• Lateef C Fund Manager Information
• Historic Lateef C Fund Asset Allocation Report
• Historic Lateef C Fund Top 10 Holding Tracking
• Historic Lateef C Fund Asset Under Management Tracking