2 / 5 Stars
1 1 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#233 in Large Blend
U.S. News evaluated 486 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 13.33 percent over the past year, 9.36 percent over the past three years, 16.74 percent over the past five years, and 4.99 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund intends to invest at least 80% of its net assets in U.S. common stocks. It may also invest in exchange-traded funds ("ETFs") if the Adviser believes it is advisable to expose the fund to the broad market or to market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund may invest in the securities of companies of any size, although it is anticipated that the fund's portfolio will consist primarily of common stocks of large-cap companies.
Fees are Above Average compared to funds in the same category.
Schwartz Value Fund has an expense ratio of 1.41 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.