3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#42 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.29 percent over the past year, 8.27 percent over the past three years, and 13.37 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.1%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. Under normal market conditions, the fund invests primarily in a variety of equity and equity-related securities, including common stocks, convertible preferred and convertible debt securities. It attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. Using a value orientation, the Investment Manager will invest in positions in the United States and other developed markets. The fund will invest without regard to market capitalization.
Fees are Low compared to funds in the same category.
Prospector Capital Appreciation Fund has an expense ratio of 1.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.