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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
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests in securities of companies of any market capitalization that the Adviser believes are undervalued. It may invest in publicly traded equity securities, including common stocks, preferred stocks, convertible securities, and similar instruments of various issuers. The fund may also invest in foreign securities, including American Depositary Receipts (ADRs). The Adviser's approach to managing the fund can best be described as a value-contrarian investment philosophy.
