| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
1
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#93 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.48 percent over the past year, and 12.33 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.9% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Above Average compared to funds in the same category.
The Cook & Bynum Fund has an expense ratio of 1.88 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
