Toreador Core Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 481 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 27.00 percent over the past year, 16.46 percent over the past three years, and 18.75 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.4%
1 Year 27.0%
3 Years (Annualized) 16.5%
5 Years (Annualized) 18.8%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. and foreign large cap companies of a size similar to those in either the S&P 500© Index or the Russell 1000© Index. It may also invest in small- and mid-cap companies, convertible securities, preferred stocks, and other investment companies (including exchange-traded funds, ("ETFs")). The fund may use options in order to hedge its portfolio, to manage risk or to obtain market exposure.

Fees

Fees are Above Average compared to funds in the same category.
Toreador Core Fund has an expense ratio of 0.95 percent.

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Risk

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

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See Also:

Top Toreador Funds