O'Shaughnessy All Cap Core Fund

Scorecard
3 / 5 Stars
Lipper
3 4 4 3 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

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.

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Performance

The fund has returned 29.67 percent over the past year, and 13.35 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.7%
1 Year 29.7%
3 Years (Annualized) 13.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 1.99 percent.

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Risk

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

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