Epiphany FFV Latin America Fund

U.S. News evaluated 11 Latin America Stock 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 5.98 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.4%
1 Year 6.0%
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 invests, under normal circumstances, at least 80% of its assets, in equity securities of Latin American companies that pass the Socially Responsible Investment Screens of the FFV Scorecard ®, an exclusionary screening practice used by Trinity Fiduciary Partners, LLC (the "Adviser"). Trinity Fiduciary Partners, LLC (the "Adviser") defines Latin American company as one that derives 50% of its income, profits or assets in Latin America, including Mexico, Central and South America.

Fees

Fees are Above Average compared to funds in the same category.
Epiphany FFV Latin America Fund has an expense ratio of 1.75 percent.

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Risk

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

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Latin America Stock Funds

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