Martin Focused Value Fund

U.S. News evaluated 326 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 2.83 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.2%
1 Year 2.8%
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 growth of capital. The fund invests in companies that are undervalued as determined by the fund's Adviser. When selecting equity securities for the fund's portfolio, the Adviser focuses on three critical variables that it believes drive the long-term performance of a company's stock: quality of the business; quality of the management running the business; and price of the stock. It invests primarily in equity securities of U.S. and foreign companies of any market capitalization, including small- and mid-cap companies. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Martin Focused Value Fund has an expense ratio of 1.00 percent.

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Risk

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

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