DGHM All-Cap Value Fund

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

#300 in Large Blend

U.S. News evaluated 492 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 25.37 percent over the past year, 10.74 percent over the past three years, and 19.13 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 4.1%
1 Year 25.4%
3 Years (Annualized) 10.7%
5 Years (Annualized) 19.1%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund invests primarily in a diversified portfolio of publicly traded equity securities of domestic companies of any market capitalization and may be unseasoned or established companies. Under normal circumstances, at least 80% of the value of its net assets is invested in publicly traded equity securities. The fund may also invest in exchange traded funds ("ETFs").

Fees

Fees are High compared to funds in the same category.
DGHM All-Cap Value Fund has an expense ratio of 2.20 percent.

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Risk

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

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See Also:

Top DGHM Funds