4 / 5 Stars
5 5 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#97 in Large Value
U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.44 percent over the past year, 14.44 percent over the past three years, and 26.36 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||26.4%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests, under normal market conditions, in U.S. common stocks and other equity securities. It will invest at least 80% of assets in U.S. common stocks and equity securities. Equity securities include common stocks, preferred stocks. While the fund will not concentrate its investments in any one industry, the fund may from time to time have a significant exposure in one or more sectors of the economy if the Sub-Adviser's computer equity model favors such sector or sectors. It is non-diversified.
Fees are Low compared to funds in the same category.
Mount Lucas US Focused Equity Fund has an expense ratio of 0.95 percent.
Risk is High compared to funds in the same category according to Morningstar.