Queens Road Value Fund

Class No Load (QRVLX)
3 / 5 Stars
1 2 5 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
A (Buy)

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.

See all Queens Road Funds funds

See full Large Value rankings

See more fund rankings


The fund has returned 19.40 percent over the past year, 13.74 percent over the past three years, 15.24 percent over the past five years, and 6.65 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 19.4%
3 Years (Annualized) 13.7%
5 Years (Annualized) 15.2%
10 Years (Annualized) 6.6%

See more QRVLX performance


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 Low compared to funds in the same category.
Queens Road Value Fund has an expense ratio of 0.95 percent.

See more QRVLX fees


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

See more QRVLX risk

See Also:

Top Queens Road Funds Funds

Large Value Funds

Highest Returns (10-year)

See More Funds