| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
3
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#229 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 14.38 percent over the past year, 11.10 percent over the past three years, 3.24 percent over the past five years, and 6.59 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.1% |
| 1 Year | 14.4% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 3.2% |
| 10 Years (Annualized) | 6.6% |
Summary
The investment seeks long-term growth of capital. The fund invests in a diversified portfolio composed primarily of domestic equity securities. Under normal circumstances, at least 80% of the fund's net assets will be invested in equity securities. Although the fund invests primarily in common stocks, it may also invest a portion of its assets in other equity securities, including preferred stocks, convertible preferred stocks and convertible bonds, that are rated at the time of purchase in the four highest grades assigned by a nationally recognized rating agency, or unrated securities determined by the advisor to be of comparable quality.
Fees
Fees are Above Average compared to funds in the same category.
Jamestown Equity Fund has an expense ratio of 1.06 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
