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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
See all Formula Investing, LLC funds
Performance
The fund has returned 15.76 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.0% |
| 1 Year | 15.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of net assets in the securities of U.S. companies. It does not consider portfolio turnover a limiting factor in making decisions for the fund. The fund’s adviser may engage in active trading, which may cause high portfolio turnover. Its adviser do not consider portfolio turnover a limiting factor in making decisions for the fund.
Fees
Fees are Above Average compared to funds in the same category.
Formula Investing U.S. Value 1000 Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
