Jacobs Broel Value Fund

Class Other (JBVLX)

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.

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Performance

The fund has returned 24.07 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.4%
1 Year 24.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.

Fees

Fees are Low compared to funds in the same category.
Jacobs Broel Value Fund has an expense ratio of 1.40 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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