Cognios Market Neutral Large Cap Fund

U.S. News evaluated 52 Market Neutral 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 5.72 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 2.1%
1 Year 5.7%
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 independent of stock market direction. Under normal circumstance the fund invests at least 80% of its assets (defined as net assets plus borrowings for investment purposes) in securities of large cap companies. It may also invest up to 20% in issuers of any size. It generally seeks to purchase and sell short large capitalization U.S. equity common stocks of companies that are constituents of the S&P 500 Index.

Fees

Fees are Low compared to funds in the same category.
Cognios Market Neutral Large Cap Fund has an expense ratio of 2.00 percent.

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Risk

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

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