Advisory Research All Cap Value Fund

Class Other (ADVGX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#223 in Large Blend

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 22.41 percent over the past year, and 11.72 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -1.1%
1 Year 22.4%
3 Years (Annualized) 11.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests in equity securities of companies of any size including small and mid-capitalization companies. Its investments in equity securities may include common stock, preferred stocks and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets, in keeping with the fund's investment objectives. The fund's advisor uses a bottom-up approach that seeks to identify companies with attractive valuations relative to net asset value.

Fees

Fees are Above Average compared to funds in the same category.
Advisory Research All Cap Value Fund has an expense ratio of 1.20 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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