2 / 5 Stars
1 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#250 in Large Blend
U.S. News evaluated 481 Large Blend 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 20.59 percent over the past year, 10.00 percent over the past three years, 14.80 percent over the past five years, and 7.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||7.1%|
The investment seeks long-term growth of capital without regard to current income. The fund invests in (i) underlying funds that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers, or (ii) individual securities that may provide capital appreciation. It may invest up to 20% of its total assets in long, medium, or short-term bonds and other fixed income securities of any credit quality, or underlying funds that invest in these securities, whenever the adviser believes these investments offer a potential for capital appreciation.
Fees are Above Average compared to funds in the same category.
AdvisorOne Amerigo Fund has an expense ratio of 1.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.