2 / 5 Stars
1 1 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#160 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.
The fund has returned 21.88 percent over the past year, 11.84 percent over the past three years, 15.31 percent over the past five years, and 5.37 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||5.4%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in U.S. common stocks. The fund may also invest in exchange-traded funds ("ETFs") if Schwartz Investment Counsel, Inc. (the "Adviser") believes it is advisable to expose the fund to the broad market or to market sectors or to hedge against market risk without purchasing a large number of individual securities.
Fees are Low compared to funds in the same category.
Schwartz Value Fund has an expense ratio of 1.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.