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Lipper
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Zacks Investment Research
5
(Strong Sell)
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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 16.78 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.3% |
| 1 Year | 16.8% |
| 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. Its security selection process begins by analyzing a proprietary database of a universe of the largest 1,400 U.S. listed securities measured by market capitalization and ranking the securities based on a systematic methodology. The adviser uses a proprietary strategy to construct a portfolio of approximately 75-120 of the highest ranked common stocks that is weighted based on the Adviser’s assessment of a security’s fundamental value, based on factors such as earnings yield and return on capital.
Fees
Fees are Above Average compared to funds in the same category.
Formula Investing U.S. Value Select Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
