Barrow All-Cap Core Fund

U.S. News evaluated 329 Large Value 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 23.75 percent over the past year, 15.87 percent over the past three years, and 21.69 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.2%
1 Year 23.7%
3 Years (Annualized) 15.9%
5 Years (Annualized) 21.7%
10 Years (Annualized) N/A

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Summary

The investment seeks to generate long-term capital appreciation. The fund primarily invests in a diversified portfolio of the common stock of U.S. companies that the Adviser believes are high quality and priced well below their intrinsic value. It will invest at least 80% of its net assets, plus the amount of any borrowing for investment purposes, in long positions in equity securities. The fund may invest in exchange traded index funds and cash and cash equivalents, including, but not limited to, money market instruments and short-term fixed income instruments.

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