2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#203 in Large Value
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.
The fund has returned 19.10 percent over the past year, 9.81 percent over the past three years, 17.76 percent over the past five years, and 5.25 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.8%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||5.2%|
The investment seeks to generate a total pre-tax return, including capital growth and dividends, greater than the rate of inflation over a three-to-five year period. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in common stocks, but may also invest in other types of equity securities, such as preferred stock, convertible securities, warrants, and real estate investment trusts ("REITs") or other similar publicly traded securities. The fund may also purchase American Depositary Receipts ("ADRs").
Fees are Low compared to funds in the same category.
Frost Kempner Multi-Cap Deep Value Equity Fund has an expense ratio of 1.02 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.