| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
2
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
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.
Performance
The fund has returned 25.82 percent over the past year, 8.69 percent over the past three years, and 6.21 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 18.2% |
| 1 Year | 25.8% |
| 3 Years (Annualized) | 8.7% |
| 5 Years (Annualized) | 6.2% |
| 10 Years (Annualized) | N/A |
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 1.29 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
