GoodHaven Fund

Class Other (GOODX)
Scorecard
3 / 5 Stars
Lipper
3 1 5 4 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 330 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 12.50 percent over the past year, and 14.44 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 12.5%
3 Years (Annualized) 14.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital growth using a value philosophy. The fund primarily invests in a focused portfolio of equity securities. It typically invests in fixed-income securities to benefit from prevailing yields that the Advisor's fundamental research indicates are higher than warranted, without focusing on the coupon, duration or maturity of a particular issue or credit rating of that issuer. The fund may also invest in companies of any size market capitalization. It may invest up to 100% of its assets in foreign securities and up to 50% of its net assets in emerging market securities. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
GoodHaven Fund has an expense ratio of 1.10 percent.

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Risk

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

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Large Value Funds

Highest Returns (10-year)

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