| 9.27 Net Asset Value | -0.32% 1 Day | +28.75% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 2.36% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +11.82% | 3 years | +19.91% | |
| 3 months | +16.46% | 5 years | +0.13% | |
| 1 year | +52.51% | Since inception | -1.68% |
| LSHCX | Category | |
|---|---|---|
| Performance 5-yr return | +0.13% | +6.62% |
| Expense ratio | 2.36% | 1.38% |
| Risk 5 year sharpe ratio | 0.09 | 0.34 |
| Net assets | $58.1M | $1.1B |
| Average market cap | $5.3B | $6.8B |
| Average P/E | 11.4 | 22.6 |
| Portfolio turnover | 19% | 19% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Liberty Street |
| Fund manager & tenure | Murray Stahl / 5 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 44.83% |
| Consumer service | 13.54% |
| Industrial materials | 13.19% |
| Energy | 11.98% |
| Media | 4.28% |
| LMCA Liberty Media Corporation | 8.80% |
| HHC Howard Hughes Corp | 8.38% |
| IEP Icahn Enterprises LP | 7.12% |
| LUK Leucadia National Corporation | 5.82% |
| JAH Jarden Corporation | 4.64% |
| AN AutoNation Inc | 4.59% |
| JSHLY Jardine Strategic Holdings Limited ADR | 4.12% |
| SHLD Sears Holdings Corporation | 3.89% |
| -- Brookfield Asset Management Inc Class A | 3.70% |
| VIAB Viacom, Inc. Class B | 3.57% |
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