3 / 5 Stars
4 4 4 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#116 in Large Blend
U.S. News evaluated 487 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 30.61 percent over the past year, and 14.20 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 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 is Above Average compared to funds in the same category according to Morningstar.