Smead Value Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#12 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 23.54 percent over the past year, 21.96 percent over the past three years, and 25.00 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 3.3%
1 Year 23.5%
3 Years (Annualized) 22.0%
5 Years (Annualized) 25.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's managers consider large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion.

Fees

Fees are Above Average compared to funds in the same category.
Smead Value Fund has an expense ratio of 1.35 percent.

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Risk

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

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