4 / 5 Stars
5 3 5 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 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 29.18 percent over the past year, 16.14 percent over the past three years, 21.99 percent over the past five years, and 10.19 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.0%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||10.2%|
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 are Low compared to funds in the same category.
First Eagle Fund of America has an expense ratio of 1.41 percent.
Risk is Low compared to funds in the same category according to Morningstar.