4 / 5 Stars
2 1 5 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#94 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.
The fund has returned 12.16 percent over the past year, and 11.37 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.3%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total investment return consisting of a combination of income and capital appreciation. The fund seeks to achieve its investment objective by investing primarily in equity securities of U.S. companies of any size. It may gain exposure to foreign markets through the global operations of U.S. companies, or through direct investment in foreign companies. The Adviser will not invest more than 25% of the fund's net assets directly in foreign companies. The fund may, to a lesser extent, invest in investment grade fixed income or debt securities to seek income.
Fees are High compared to funds in the same category.
Jacob Wisdom Fund has an expense ratio of 2.34 percent.
Risk is Low compared to funds in the same category according to Morningstar.