4 / 5 Stars
4 4 2 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#52 in Large Value
U.S. News evaluated 325 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 28.78 percent over the past year, 13.35 percent over the past three years, and 21.91 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund will invest 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, the fund may from time to time have a significant exposure in one or more sectors of the economy if the Adviser's computer equity model favors such sector or sectors. The fund is non-diversified.
Fees are High 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.