stralemfund.com Stralem Equity Fund

stralemfund.com
Title: Stralem Equity Fund
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Description: Stralem Equity Fund Shareholder Services 866-822-9555 Managed according to Stralem & Company's US Large Cap Equity Strategy, in use for over 40 years for Stralem's separately managed accounts Focused
stralemfund.com is ranked 0 in the world (amongst the 40 million domains). A low-numbered rank means that this website gets lots of visitors. This site is relatively popular among users in the united states. It gets 50% of its traffic from the united states .This site is estimated to be worth $0. This site has a low Pagerank(0/10). It has 1 backlinks. stralemfund.com has 43% seo score.

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Stralem Equity Fund Shareholder Services 866-822-9555 Managed according to Stralem & Company's US Large Cap Equity Strategy, in use for over 40 years for Stralem's separately managed accounts Focused on growth and preservation of capital in one product with a long-term record of above market returns with lower volatility Disciplined and market-conscious investment philosophy, fundamentally driven and quantitatively enhanced Institutional Shares: STEFX 2015 STEFX Dividend^ Income Dividend $0.253800 Short Term Capital Gain Dividend $0.000000 Long Term Capital Gain Dividend $5.221400 ^Record date: 12/22/15; Ex-date and payable date: 12/23/15. Click here to see 2015 Dividend information > Click here to see 2015 Dividend Tax Notice > Navigating Today?s Volatile Stock Market In the aftermath of the Financial Crisis, the stock market returned nearly 250% from the trough in 2009, and experienced remarkably smooth upward trajectory. More recently, market conditions have changed and volatility has staged a comeback. What were the drivers of this historic return, how was this period unique in stock market history and what should investors consider going forward? Read the paper > Chris Goodney/Bloomberg/Getty Images The Oldest Woman on Wall Street Celebrating her 100th birthday on August 2, 2015, Miss Irene Bergman, SVP, financial advisor, reflects on her long career in financial services and more than four decades with Stralem. Still offering advice to clients today, she says the secret to success is "Patience and the discipline to stick to your philosophy even in the face of irrational markets." Read more > Play video > The thoughts and opinions expressed in the article/video are solely those of the person speaking as of September 3, 2015. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 1-866-822-9555. Read it carefully before investing. Distributed by Ultimus Fund Distributors, LLC. FINRA'S BrokerCheck: Check the background of Ultimus Fund Distributors, LLC on FINRA's BrokerCheck. Stralem Equity Fund 3 Stars Overall among 1,397 large blend funds as of 7/31/16.* Advised by Stralem & Company, an independent asset manager founded in 1966, Stralem Equity Fund is designed to deliver strong investment performance during both up and down markets with reduced volatility, the Large Cap Equity Strategy (LCES) looks at the market in light of the the belief that there are four types of market environments: two types of bull markets and two types of bear markets, each characterized by momentum and valuation factors. By adapting portfolio construction to changing market environments, the philosophy has led to skillfully navigating the full market cycle. Learn more Mutual fund investing involves risk, including the potential loss of principal. An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. Click here for a Prospectus/Summary Prospectus, which contains this and other important information, or call 866-822-9555. Please read the prospectus carefully before investing. The Fund may not be suitable for all investors. *As of 7/31/16, Morningstar rating of 3 stars overall, 3, 3 and 4 stars (STEFX) for the three-, five- and ten-year periods among 1397, 1397, 1211 and 899 large blend funds, respectively. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating? based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. ? 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Distributed by Ultimus Fund Distributors, LLC. Stralem Fund ? 645 Madison Ave. NY, NY 10022 ? T: 212-888-8123 ? F: 212-888-8152 Contact Us ? Privacy Policy ? Legal Disclaimers ? 2016 Stralem Fund.

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  Sponsoring Registrar IANA ID: 440
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  Updated Date: 25-nov-2015
  Creation Date: 24-nov-2009
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