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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#230 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 16.47 percent over the past year, 11.88 percent over the past three years, 14.16 percent over the past five years, and 4.89 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||4.9%|
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies that the Advisor believes are undervalued. The Advisors fund typically invests in common stocks, although it may also invest in other equity securities (e.g., preferred stocks, convertible bonds, convertible preferred stocks, and warrants). In addition, it retains the flexibility to invest in fixed income securities or cash or cash equivalents when the Advisor believes they offer more attractive opportunities.
Fees are Above Average compared to funds in the same category.
CM Advisors Fund has an expense ratio of 1.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.