EP Strategic US Equity Fund

Class A (EPUSX)

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.

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Performance

The fund has returned 8.39 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 3.0%
1 Year 8.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. equity securities. The fund's advisor will focus on U.S. domiciled companies that it believes are benefiting from increasing international sales in attractive overseas markets and it expects to outperform in a weak U.S. dollar environment.

Fees

Fees are Above Average compared to funds in the same category.
EP Strategic US Equity Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Euro Pacific Asset Management Funds