Oakseed Opportunity Fund

U.S. News evaluated 492 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 17.40 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 0.3%
1 Year 17.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest primarily in U.S. equity securities. Its investments in equity securities may include common stocks, preferred stocks, and warrants. The fund's advisor focuses on companies that it believes to be undervalued by the general market. It may invest in any size company, including small- and medium-sized companies. The fund may also invest in foreign securities, either directly or through the use of American Depository Receipts ("ADRs"), which are receipts that represent interests in foreign securities held on deposit by U.S. banks.

Fees

Fees are Above Average compared to funds in the same category.
Oakseed Opportunity Fund has an expense ratio of 1.16 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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