Queens Road Value Fund

Class No Load (QRVLX)
Scorecard
3 / 5 Stars
Lipper
2 1 5 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#98 in Large Value

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 21.42 percent over the past year, 13.18 percent over the past three years, 18.90 percent over the past five years, and 6.18 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.0%
1 Year 21.4%
3 Years (Annualized) 13.2%
5 Years (Annualized) 18.9%
10 Years (Annualized) 6.2%

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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.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Queens Road Funds Funds