| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
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 16.45 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.0% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally primarily invests in a diversified portfolio of common stocks and other equity securities of companies of all sizes. It may invest up to 50% of total assets in the securities of foreign issuers, including those in emerging markets, and may invest up to 10% of total assets in REITs or foreign real estate companies. The fund may invest up to 10% of total assets in other investment companies, including ETFs.
Fees
Fees are Above Average compared to funds in the same category.
O'Shaughnessy All Cap Core Fund has an expense ratio of 1.24 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
