Fenimore Asset Management Trust Equity Income Fund

Class Inv (FAMEX)
Scorecard
2 / 5 Stars
Lipper
4 3 5 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#40 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.

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Performance

The fund has returned 19.41 percent over the past year, 13.70 percent over the past three years, 21.71 percent over the past five years, and 6.33 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 19.4%
3 Years (Annualized) 13.7%
5 Years (Annualized) 21.7%
10 Years (Annualized) 6.3%

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Summary

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

Fees are Low compared to funds in the same category.
Fenimore Asset Management Trust Equity Income Fund has an expense ratio of 1.29 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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