| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
4
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#252 in Large Blend
U.S. News evaluated 496 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 26.38 percent over the past year, 13.49 percent over the past three years, 3.80 percent over the past five years, and 9.32 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 26.4% |
| 3 Years (Annualized) | 13.5% |
| 5 Years (Annualized) | 3.8% |
| 10 Years (Annualized) | 9.3% |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It may also invest up to 25% of net assets in non-U.S. companies, including in American Depositary Receipts ("ADRs"), in both developed and emerging markets. The fund seeks to invest in companies that have good long-term business fundamentals but are temporarily out of favor with investors, and hence have a market value lower than their intrinsic value.
Fees
Fees are High compared to funds in the same category.
Tocqueville Fund has an expense ratio of 1.26 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
