3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
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%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
GoodHaven Fund has an expense ratio of 1.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.