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Lipper
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Zacks Investment Research
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Standard & Poor's
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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 40.45 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 21.3% |
| 1 Year | 40.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to generate total return that exceeds that of the Standard and Poor's 500 Index ("S&P 500"). The fund seeks to generate total return by managing the currency exposure associated with investments in U.S. equities and financial instruments that provide exposure to the S&P 500. Under normal market conditions, it will invest at least 80% of its net assets (plus borrowings for investment purposes) in U.S. equities, currencies and financial instruments that provide exposure to U.S. equities and currencies. The fund seeks to generate more gains from securities than derivatives.
Fees
Fees are High compared to funds in the same category.
Merk Currency Enhanced U.S. Equity Fund has an expense ratio of 1.05 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
