| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#13 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 17.27 percent over the past year, 14.26 percent over the past three years, 6.42 percent over the past five years, and 10.41 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.6% |
| 1 Year | 17.3% |
| 3 Years (Annualized) | 14.3% |
| 5 Years (Annualized) | 6.4% |
| 10 Years (Annualized) | 10.4% |
Summary
The investment seeks capital appreciation by investing primarily in domestic stocks and, to a lesser extent, in debt and foreign equity securities. The fund primarily invests in domestic stocks and, to a lesser extent, debt and foreign equity instruments. Normally, at least 80% of fund's assets are invested in domestic equity and debt instruments. Equity securities include common stocks, preferred stocks, convertible securities and warrants. The fund may also invest in options, repurchase agreements, and derivatives. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
First Eagle Fund of America has an expense ratio of 1.44 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
