| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
#111 in Mid-Cap Blend
U.S. News evaluated 145 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 7.93 percent over the past year, -3.78 percent over the past three years, -0.92 percent over the past five years, and 3.83 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.0% |
| 1 Year | 7.9% |
| 3 Years (Annualized) | -3.8% |
| 5 Years (Annualized) | -0.9% |
| 10 Years (Annualized) | 3.8% |
Summary
The investment seeks growth of capital. The fund invests in a diversified portfolio of securities of companies worldwide and exchange traded funds (ETFs) that meet the fund's investment criteria. It is actively managed and may invest anywhere globally in the U.S. and foreign markets, including emerging markets, but substantially outside the U.S. in ETFs, equities and bonds. The fund may invest in common stock, preferred stock and ADRs of companies listed on any of the U.S. stock exchanges, currencies of other countries, corporate bonds and municipal bonds of any duration and quality, bonds from other countries and U.S. Treasury obligations of any duration.
Fees
Fees are Above Average compared to funds in the same category.
Fairfax Global Trends Fund has an expense ratio of 2.25 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
