3 / 5 Stars
3 3 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#174 in Large Value
U.S. News evaluated 325 Large Value 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 18.45 percent over the past year, 13.92 percent over the past three years, 20.66 percent over the past five years, and 4.98 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in equity securities that are believed by the Adviser to be intrinsically undervalued. Intrinsic value, as the Adviser defines it, is the estimated current worth that would accrue to the stockholders of a company, either through liquidation of corporate assets upon termination of operations, or through the sale or merger of the entire enterprise as a continuing business.
Fees are High compared to funds in the same category.
Boyar Value Fund has an expense ratio of 1.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.