2 / 5 Stars
3 1 5 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#231 in Large Blend
U.S. News evaluated 485 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 7.08 percent over the past year, and 11.87 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||8.9%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund's adviser uses a pure value investing philosophy to build a concentrated portfolio of primarily international and domestic equity securities. It can hold securities of both U.S. and foreign issuers without regard to market capitalization, industry/sector, or any other categorization. In pursuing its strategy, 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 is non-diversified.
Fees are Above Average compared to funds in the same category.
The Cook & Bynum Fund has an expense ratio of 1.88 percent.
Risk is Low compared to funds in the same category according to Morningstar.