The Cook & Bynum Fund

Class No Load (COBYX)
Scorecard
2 / 5 Stars
Lipper
3 1 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#286 in Large Blend

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 5.01 percent over the past year, and 9.69 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -2.2%
1 Year 5.0%
3 Years (Annualized) 9.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
The Cook & Bynum Fund has an expense ratio of 1.57 percent.

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Risk

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

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