3 / 5 Stars
3 4 4 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#258 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.
The fund has returned 24.49 percent over the past year, 13.14 percent over the past three years, and 22.80 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Davidson Multi-Cap Equity Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.