Snow Capital Market Plus Fund

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.

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Performance

The fund has returned 30.74 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 9.9%
1 Year 30.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund's principal investment strategy is to invest primarily in equity securities, including common and preferred stocks, convertible securities and shares of other investment companies and ETFs that invest in equity securities. Under normal market conditions, it will invest approximately 80% of its net assets in equity securities of companies that are among the top 300 securities by weighting in the Russell 3000 Value Index. The fund will invest in each of the top 20 securities by weighting in the Russell 3000 Value Index. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Snow Capital Market Plus Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Large Value Funds

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