O'Shaughnessy All Cap Core Fund

3 / 5 Stars
3 3 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
B (Buy)

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.

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The fund has returned 21.93 percent over the past year, and 14.29 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 1.0%
1 Year 21.9%
3 Years (Annualized) 14.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 High compared to funds in the same category.
O'Shaughnessy All Cap Core Fund has an expense ratio of 1.99 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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