3 / 5 Stars
2 2 5 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#191 in Large Blend
U.S. News evaluated 492 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 20.37 percent over the past year, 13.74 percent over the past three years, 19.61 percent over the past five years, and 5.05 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.9%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||5.0%|
The investment seeks to build investor wealth over extended periods and to minimize shareholder capital gains tax liability. The fund invests in high quality companies. Capable management and sound finances are critical considerations in the selection process. It will invest 90% or more of assets in common stocks, preferred stocks, and securities convertible into common stocks with the balance held in fixed-income securities, U.S. Treasury securities or other cash equivalents. The fund holds between 25 and 40 stocks. Positions in individual issuers will not exceed 8% of assets and positions in industry groupings will not exceed 25% of assets.
Fees are Above Average compared to funds in the same category.
Torray Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.