2 / 5 Stars
3 1 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#299 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 5.81 percent over the past year, and 9.65 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests in international and domestic equity securities using a pure value investing philosophy. It typically consists of a concentrated portfolio of companies that meet the following core investment criteria: Circle of Competence, Business, People and Price. The fund focuses on equity securities, which primarily consist of common stocks and depository receipts. It may invest up to 100% of its assets in foreign securities with up to 60% of its assets in foreign securities from emerging markets. The fund may also hold up to 60% of its assets in foreign debt. It is non-diversified.
Fees are Above Average compared to funds in the same category.
The Cook & Bynum Fund has an expense ratio of 1.57 percent.
Risk is Low compared to funds in the same category according to Morningstar.