Snow Capital Opportunity Fund

Scorecard
3 / 5 Stars
Lipper
4 2 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#208 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 30.36 percent over the past year, 12.24 percent over the past three years, and 28.96 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 30.4%
3 Years (Annualized) 12.2%
5 Years (Annualized) 29.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and protection of investment principal. The fund invests in domestic equity securities, including common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds ("ETFs") that invest in equity securities. It may invest in securities of companies of any size. In addition to domestic securities, the fund may have up to 25% of its net assets invested directly or indirectly in foreign securities, including investments in emerging markets.

Fees

Fees are Low compared to funds in the same category.
Snow Capital Opportunity Fund has an expense ratio of 1.55 percent.

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Risk

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

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See Also:

Top Snow Capital Management L.P. Funds