2 / 5 Stars
2 2 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#229 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.
The fund has returned 16.86 percent over the past year, 8.97 percent over the past three years, and 3.41 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.6%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of assets in common stocks of U.S. issuers that meet certain socially responsible criteria. It may invest 50% of its assets in securities of mid-capitalization companies. The sub-adviser considers social criteria such as an issuer's community relations, corporate governance, diversity, employee relations, environmental impact and sustainability, human rights record and product safety. The fund seeks to avoid investing in any issuer that derives more than 5% of total revenue from tobacco, alcohol, gambling, abortion or weaponry or that is involved in nuclear power.
Fees are Above Average compared to funds in the same category.
CNI Charter Funds Socially Responsible Equity has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.