| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
2
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#129 in Large Value
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
The fund has returned 18.31 percent over the past year, 11.43 percent over the past three years, and 4.87 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.2% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | 11.4% |
| 5 Years (Annualized) | 4.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in U.S. common stocks and equity securities. While the fund will not concentrate its investments in any one industry, it 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. The fund is non-diversified.
Fees
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
Risk is High compared to funds in the same category according to Morningstar.
