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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 328 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 30.77 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.4% |
| 1 Year | 30.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term growth of capital. The fund normally invests in a focused portfolio of equity securities. It may also hold significant fixed-income investments or cash holdings. The fund may also invest in companies of any size market capitalization. At any given time, 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 Below Average compared to funds in the same category.
GoodHaven Fund has an expense ratio of 1.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
