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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 496 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 34.93 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 19.3% |
| 1 Year | 34.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation over the long-term, with a secondary objective of current income. The fund will invest at least 80% of its assets in equity securities. Its portfolio is constructed by combining the investment styles and strategies of multiple sub-advisors. Each sub-advisor uses its own proprietary research and securities selection processes to manage a concentrated portfolio within its allocated portion of the fund's assets. The fund may invest up to 35% of its total assets in American Depositary Receipts ("ADRs") and securities of foreign companies in both developed or emerging market countries. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
GuideMark SM Opportunistic Equity Fund has an expense ratio of 1.03 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
