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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 18.90 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 18.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income and long-term capital appreciation. The fund will invest at least 80% of its net assets in equity securities. The equity securities may include shares of real estate investment trusts ("REITS") and interests in master limited partnerships ("MLPs"). It may invest in companies of any market capitalizations range, although the Adviser expects to invest fund assets mostly in mid- and large-capitalization companies. The fund will generally invest in equity securities of domestic companies, but may invest in equity securities of foreign companies and American Depositary Receipts ("ADRs").
Fees
Fees are Low compared to funds in the same category.
Hamlin High Dividend Equity Fund has an expense ratio of 1.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
