4 / 5 Stars
4 1 5 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#19 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend 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 18.99 percent over the past year, and 13.79 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing in a small number of undervalued securities. It invests primarily in common stocks of companies of all sizes. The fund may also invest in other types of equity securities, as well as fixed income securities. It will normally hold a core position of between 15 to 20 securities. The fund may invest a significant portion of its assets in a particular sector. It is non-diversified.
Fees are Low compared to funds in the same category.
Bretton Fund has an expense ratio of 1.50 percent.
Risk is Low compared to funds in the same category according to Morningstar.