2 / 5 Stars
2 2 2 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 26.18 percent over the past year, 16.10 percent over the past three years, and 17.56 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.4%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Snow Capital Opportunity Fund has an expense ratio of 2.22 percent.
Risk is High compared to funds in the same category according to Morningstar.