| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#214 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 15.51 percent over the past year, and 10.53 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.4% |
| 1 Year | 15.5% |
| 3 Years (Annualized) | 10.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation; current income is secondary consideration. The fund invests primarily in common stocks that in the opinion of the fund's adviser appear to be temporarily undervalued by the market. The Adviser considers a security to be temporarily undervalued if the security's intrinsic value is significantly greater than the range in which the security is trading in the securities markets. It may invest up to 20% of its net assets in cash and other cash equivalents. The Adviser will normally seek to construct a diversified portfolio generally consisting of 30-35 securities positions.
Fees
Fees are Above Average compared to funds in the same category.
Golub Group Equity Fund has an expense ratio of 1.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
