3 / 5 Stars
3 3 5 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#26 in Mid-Cap Blend
U.S. News evaluated 135 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 19.75 percent over the past year, 15.20 percent over the past three years, 17.46 percent over the past five years, and 6.92 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||6.9%|
The investment seeks to provide current income as well as long-term capital appreciation. The fund employs a "value approach" in making its common stock selections. Generally, it will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations. It may also invest in the securities of both domestic and foreign issuers.
Fees are Above Average compared to funds in the same category.
Fenimore Asset Management Trust Equity Income Fund has an expense ratio of 1.29 percent.
Risk is Low compared to funds in the same category according to Morningstar.