  Stralem Equity
Fund 4 Stars
Overall
among 1,127 large value
funds as of 12/31/11.*
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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
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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 12/31/11, Morningstar rating of 4 stars overall, 4, 5 and 4 stars (STEFX) and 4 stars overall, 4, 5 and 4 stars (STRAX) for the three-, five- and ten-year periods among 1,127, 1,127, 996 and 571 large value 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.
© 2012 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.
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