M.D. Sass Equity Income Plus Fund

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Fact Sheets

PDF Institutional Fund Fact Sheet MDEIX

Morningstar Rating

MDEIX 3-Star Overall Morningstar Rating™ as of 3/31/17 out of 75 Option Writing

The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund's three-year Morningstar Rating™ metrics, which are based on risk-adjusted return performance.

 

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. The MD Sass Equity Income Plus Fund (Institutional Class was rated 3-Stars against the following numbers of Option Writing funds over the following time periods: 75 funds in the last three-years.