| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 328 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 30.74 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | 30.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. Under normal market conditions, the fund will invest primarily in the securities of large cap U.S. companies. It defines a large-cap company as one whose market cap is $5 billion or greater at the time or purchase. The fund will normally hold a core position of between 25 and 30 securities. The fund may invest up to 20% of its net assets in high quality money market instruments and repurchase agreements. It may also invest in shares of other registered investment companies, such as closed-end investment companies and exchange-traded funds ("ETFs"). The fund is non-diversified. The fund is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Union Street Partners Value Fund has an expense ratio of 2.50 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
