| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
2
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#49 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Williamsburg Investment Trust funds
Performance
The fund has returned 14.75 percent over the past year, 6.23 percent over the past three years, 3.70 percent over the past five years, and 5.59 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 14.7% |
| 3 Years (Annualized) | 6.2% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | 5.6% |
Summary
The investment seeks long-term capital appreciation and current income. The fund invests in a portfolio of both equity and fixed income securities. It invests primarily in companies with market capitalizations of $1 billion or more. The fund may also invest a portion of its assets in other equity securities, including ETFs that invest primarily in common stocks, straight preferred stocks, convertible preferred stocks and convertible bonds. It may invest up to 25% of its net assets in ETFs.
Fees
Fees are Low compared to funds in the same category.
FBP Appreciation & Income Opportunities has an expense ratio of 1.00 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
