Schwartz Value Fund

Class No Load (RCMFX)
Scorecard
2 / 5 Stars
Lipper
2 1 5 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#160 in Large Blend

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 15.12 percent over the past year, 10.90 percent over the past three years, 19.22 percent over the past five years, and 5.01 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.0%
1 Year 15.1%
3 Years (Annualized) 10.9%
5 Years (Annualized) 19.2%
10 Years (Annualized) 5.0%

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Summary

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

Fees are Above Average compared to funds in the same category.
Schwartz Value Fund has an expense ratio of 1.45 percent.

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Risk

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

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