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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 12 Latin America Stock 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 8.04 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.9% |
| 1 Year | 8.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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, 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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
