| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
2
5
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#69 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 19.07 percent over the past year, 10.83 percent over the past three years, 3.91 percent over the past five years, and 7.44 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.2% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | 10.8% |
| 5 Years (Annualized) | 3.9% |
| 10 Years (Annualized) | 7.4% |
Summary
The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of U.S. companies. Investments will be made based on their potential for capital growth without limitation on issuer capitalization. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Queens Road Value Fund has an expense ratio of 0.95 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
