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 9/30/18 out of 87 Option Writing Funds.

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. As of 9/30/18, the MD Sass Short Term US Government Agency Income Fund was rated 5-Stars and 4-Stars against the following numbers of Short Government funds over the following time periods: 102 funds in the last three- and 93 funds in the last five-years. The M.D. Sass Equity Income Plus Fund (Institutional Class) was rated 2-Stars and 3-Stars against the following numbers of Option Writing Funds over the following time periods: 87 funds in the last three- and 53 funds in the last five-years.