| 11.94 Net Asset Value | -0.33% 1 Day | +14.04% Year-to-Date | Overall Morningstar Rating |
| Mid-cap value Style or Category | No Load Sales Expenses | 2.59% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +5.00% | 3 years | -- | |
| 3 months | +7.25% | 5 years | -- | |
| 1 year | +28.43% | Since inception | +15.26% |
| LHVIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +7.48% |
| Expense ratio | 2.59% | 1.33% |
| Risk 5 year sharpe ratio | -- | 0.38 |
| Net assets | $27.3M | $1.1B |
| Average market cap | $5.0B | $7.8B |
| Average P/E | 21.2 | 15.9 |
| Portfolio turnover | -- | -- |
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| Fund family | Linde, Hansen & Co., LLC |
| Fund manager & tenure | Edward von der Linde / 1 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| BWS Brown Shoe Company, Inc. | 6.94% |
| EOG EOG Resources | 5.81% |
| CTL CenturyLink Inc | 5.68% |
| HMA Health Management Associates, Inc. | 5.57% |
| KMB Kimberly-Clark Corporation | 5.23% |
| CHS Chico's FAS, Inc. | 5.21% |
| IPG Interpublic Group of Cos Inc | 5.19% |
| CHMT Chemtura Corporation | 4.92% |
| XL XL Group PLC | 4.76% |
| -- Transocean Ltd | 4.70% |
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