| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
3
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#232 in Large Value
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 23.95 percent over the past year, 12.18 percent over the past three years, 2.92 percent over the past five years, and 7.64 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.2% |
| 1 Year | 23.9% |
| 3 Years (Annualized) | 12.2% |
| 5 Years (Annualized) | 2.9% |
| 10 Years (Annualized) | 7.6% |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies which the Advisor believes have qualitative and quantitative competitive advantages, and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term; whose value is not currently well known; or whose value is not fully recognized by the public. It may also focus its assets in securities of one or more particular sectors of the economy and may at times invest more than 25% of its net assets in a particular sector, such as the financial, healthcare, retail, and technology sectors. The fund is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Hillman Focused Advantage Fund has an expense ratio of 1.50 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
