Lateef Mutual Funds List
Here you can find all mutual funds issued by Lateef and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.85%
- Avg. 1 Year Return
- 20.87%
- Avg. 5 Year Return
- 4.66%
- Median Risk/Return Score
- 20 / 100
Lateef Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tran Capital Focused Fund | Large Cap Growth Equities | Sep 6, 2007 | 0.85% | 11.56% | 11.38% | 11.06% | 20 |
Explore top Lateef Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Lateef Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Tran Capital Focused Fund | 20 | — | Sep 2007 |
Best-Performing Lateef Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Tran Capital Focused Fund | 4.66% | — | Sep 2007 |
Lowest-Cost Lateef Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Tran Capital Focused Fund | 0.85% | — | Sep 2007 |
Highest-Yield Lateef Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Tran Capital Focused Fund | 11.06% | — | Sep 2007 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.