Davidson Multi-Cap Equity Fund

Scorecard
3 / 5 Stars
Lipper
3 4 5 3 2
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

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.

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Performance

The fund has returned 25.06 percent over the past year, 16.07 percent over the past three years, and 18.57 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.3%
1 Year 25.1%
3 Years (Annualized) 16.1%
5 Years (Annualized) 18.6%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. It will invest its assets in both value and growth stocks, as well as dividend-paying and non-dividend-paying stocks. The fund may invest up to 20% of its net assets in foreign securities. It may invest up to 20% of its net assets in put and call options.

Fees

Fees are Above Average compared to funds in the same category.
Davidson Multi-Cap Equity Fund has an expense ratio of 1.15 percent.

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Risk

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

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See Also:

Top Davidson Mutual Funds Funds