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  • Prev. Nav 28.53 3/13/10  
    Current Offer 28.81  
    YTD Return
    1.71% 2/28/10  
    52-Wk Low 16.43
    52-Wk High 28.58  
    Range 12.15  
    Total Assets
    1.38 B  
     
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            • Related Information: LRSYX

              Fund Profile: LRSYX

              The investment seeks objective is long-term capital appreciation.

              The Fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies, which is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2000 Index. It may invest include common stocks, convertible bonds, convertible preferred stocks, warrants and similar instruments.

              • Fund Manager:
                Gerard S.E. Heffernan, Jr. , since 2/17/09
              • Fund Inception:
                12/30/97
              • Fund Ratings & Risk:
                View Ratings & Risk
              • Composition:
                STOCK (97.49%), BONDS (0.0%), CASH (2.51%), OTHER (0.0%)

              Top Fund Holdings: LRSYX

              Name % of Total Fund Assets
              Hexcel Corporation (HXL) 2.33 %
              Reliance Steel and Aluminum (RS) 1.9 %
              Financial Federal Corp (FIF) 1.86 %
              Curtiss-Wright Corporation (CW) 1.73 %
              Baldor Electric Company (BEZ) 1.68 %
              View Holdings