| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
E-
(Sell)
|
U.S. News evaluated 29 Bear Market Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -18.00 percent over the past year, -15.93 percent over the past three years, -10.78 percent over the past five years, and -10.89 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -10.2% |
| 1 Year | -18.0% |
| 3 Years (Annualized) | -15.9% |
| 5 Years (Annualized) | -10.8% |
| 10 Years (Annualized) | -10.9% |
Summary
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives. It may invest in, and may shift frequently among, a wide range of asset classes and market sectors. The fund may invest up to 65% of assets in equity and debt securities of foreign issuers, including those in emerging markets. It may invest without limit in high yield debt securities, but currently intends to limit such investments to 35% of assets.
Fees
Fees are Low compared to funds in the same category.
Comstock Capital Value Fund has an expense ratio of 1.64 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
