5 / 5 Stars
5 5 5 1 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 121 Long/Short Equity 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 16.22 percent over the past year, and 13.33 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve capital appreciation through all market cycles. The fund seeks to achieve its investment objective by investing, under normal circumstances, approximately 80% or more of its net assets in a portfolio of defensive, non-cyclical equity securities of foreign and domestic companies selected by applying a quantitative strategy. It will overweight portfolio investments primarily in securities in the consumer staples and healthcare sectors which represent numerous industries. The fund is non-diversified.
Fees are High compared to funds in the same category.
AmericaFirst Defensive Growth Fund has an expense ratio of 2.92 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.