4 / 5 Stars
1 1 5 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#3 in Long/Short Equity
U.S. News evaluated 107 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 8.27 percent over the past year, 4.94 percent over the past three years, and 14.48 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||14.5%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests primarily in a diversified portfolio of large-cap and mid-cap equity securities traded in U.S. markets and by writing call options on a substantial portion of the fund's long equity holdings ("Covered Call Options"). The portfolio managers focus on companies with regular quarterly dividends and with market capitalizations of $4 billion or more at the time of acquisition. The fund places primary emphasis on the generation of income. Option premiums and dividend income are expected to constitute a significant portion of total return. It invests at least 80% of its assets in equity securities.
Fees are Above Average compared to funds in the same category.
ASTON/Anchor Capital Enhanced Equity Fund has an expense ratio of 1.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.