4 / 5 Stars
4 3 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#47 in Large Blend
U.S. News evaluated 481 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 28.19 percent over the past year, 15.07 percent over the past three years, 17.36 percent over the past five years, and 8.42 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.7%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation and a moderate level of income. The fund invests primarily in the common stock of large corporations with an average market capitalization generally over $50 billion, when the advisor believes the shares are priced attractively relative to the earnings and financial strength of the company. It generally holds individual investments for three to five years but occasionally, securities may be sold within 12 months of purchase if circumstances of a particular company, industry, or the general market should change.
Fees are Above Average compared to funds in the same category.
Manor Investment Funds Manor Fund has an expense ratio of 1.07 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.