O'Shaughnessy All Cap Core Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 3 2
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
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.

See all O'Shaughnessy Mutual Funds funds

See full Large Blend rankings

See more fund rankings

Performance

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

See more OFACX performance

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

See more OFACX fees

Risk

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

See more OFACX risk