Carne Hedged Equity Fund

U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Carne funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 21.59 percent over the past year, and 14.49 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -3.6%
1 Year 21.6%
3 Years (Annualized) 14.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more CRNEX performance

Summary

The investment seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S. equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock, warrants and American Depositary Receipts ("ADRs"). The Adviser considers large market capitalization companies to be those with market capitalizations in the range of the Standard & Poor's 500 Index at the time of purchase.

Fees

Fees are Low compared to funds in the same category.
Carne Hedged Equity Fund has an expense ratio of 2.17 percent.

See more CRNEX fees

Risk

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

See more CRNEX risk

See Also:

Top Carne Funds