4 / 5 Stars
4 5 5 4 2
Zacks Investment Research
Standard & Poor's
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 14.10 percent over the past year, and 9.12 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of domestic issuers. The fund may invest in companies of any market capitalization but has a concentration in medium capitalization stocks. It seeks to invest in companies that have exhibited recent insider buying by corporate executives or directors and have the potential to earn high returns on invested capital while still generating a strong earnings yield. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Catalyst Strategic Insider Fund has an expense ratio of 1.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.