| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#18 in Large Blend
U.S. News evaluated 498 Large Blend 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 16.89 percent over the past year, 16.18 percent over the past three years, 3.81 percent over the past five years, and 9.01 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 16.9% |
| 3 Years (Annualized) | 16.2% |
| 5 Years (Annualized) | 3.8% |
| 10 Years (Annualized) | 9.0% |
Summary
The investment seeks long-term capital appreciation consistent with the preservation of capital. The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. In addition, it may invest in investment securities of any credit quality, including up to 10% of its net assets in fixed-income securities rated below investment grade. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Beck Mack & Oliver Partners Fund has an expense ratio of 1.00 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
