Great Lakes Disciplined Analysis

Great Mutual Fund Analysis Notes

The fund generated five year return of 16.0%. Great Lakes Disciplined has Annual Holdings Turnover of about 95.0% . This fund retains 98.59% of assets under management (AUM) in equities. Great Lakes last dividend was 0.03 per share. Under normal market conditions, the fund invests at least 80% of its assets in equity securities including common and preferred stocks and convertible securities. Typically, it invests at least 80% of its assets in common stocks issued by largecapitalization companies, although it is currently anticipated that the fund normally will invest at least 95% of its net assets in these companies. The fund advisor considers a company to be a large cap company if it has a market capitalization, at the time of purchase, within the capitalization range of the S&P 500® Index. To learn more about Great Lakes Disciplined call the company at 855-278-2020.

Great Lakes Disciplined Investment Alerts

Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

If you are still planning to invest in Great Lakes Disciplined check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Great Lakes' history and understand the potential risks before investing.