3 / 5 Stars
2 2 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#65 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 20.52 percent over the past year, 13.03 percent over the past three years, 15.82 percent over the past five years, and 6.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||6.0%|
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 are High compared to funds in the same category.
Queens Road Value Fund has an expense ratio of 0.95 percent.
Risk is Low compared to funds in the same category according to Morningstar.