Smead Value Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (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 31.82 percent over the past year, 21.88 percent over the past three years, and 27.90 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 31.8%
3 Years (Annualized) 21.9%
5 Years (Annualized) 27.9%
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 1.03 percent.

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Risk

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

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See Also:

Top Smead Funds Funds