3 / 5 Stars
2 2 5 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 485 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 27.01 percent over the past year, 13.80 percent over the past three years, and 13.16 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||25.1%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund seeks to achieve its objective by investing in the equity securities of companies that pass the FFV Scorecard, a proprietary screening methodology developed by Trinity Fiduciary Partners, LLC (the "Adviser"). The starting universe used to select equity securities is the largest 1000 stocks, based on market capitalization, listed on domestic U.S. securities markets. While the fund selects stocks from the 1000 largest companies, the fund may invest in companies of any size, including what are commonly referred to as small-cap and mid-cap companies.
Fees are High compared to funds in the same category.
Epiphany Faith and Family Values Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.