AAM/Bahl & Gaynor Income Growth Fund

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.33 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 14.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks primarily current and growing income and secondarily long-term capital appreciation. The fund normally will invest at least 80% of its assets plus borrowings for investment purposes in equity securities that have historically paid dividends. Although the fund may invest in any size companies, it will primarily invest in the common stocks of large capitalization companies. The fund typically will invest in a diversified portfolio of 35 to 50 securities spread across a variety of economic sectors.

Fees

Fees are Above Average compared to funds in the same category.
AAM/Bahl & Gaynor Income Growth Fund has an expense ratio of 1.40 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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