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Croft Value R

CLVFX
19.22
+0.06
+0.31%
7/22/2016
5 Years
  • Previous Close

    19.16

  • Net Assets

    43.99M

  • Yield

    0.24%

  • Front load

    None

  • Expenses

    1.47%

  • Category

    Large Blend

  • Morningstar Risk

    High

  • Morningstar Rating
Profile

Name of Issuer

Croft

Fund Style

Open

Fund Manager

G. Croft

Investment Style

Large Blend

The investment seeks growth of capital. The fund invests primarily in common stocks of U.S. and foreign companies that Croft-Leominster, Inc. (the "Manager") believes are undervalued. The Manager aims to invest in a diversified portfolio of companies, without regard to capitalization, that collectively have a lower projected price to earnings ratio than the market, a higher projected rate of earnings growth relative to the market, and what the Manager believes to be reduced risk levels relative to the general averages.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA 500
Initial Purchase: AIP NA

Inception

5/10/1995

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