Gator Opportunities Fund

U.S. News evaluated 135 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

Trailing Returns Updated 06.30.2014
Year to date 8.8%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the Opportunities Fund will invest at least 80% of its assets in small-cap and mid-cap companies. The Adviser considers small-cap companies to be companies with market capitalizations less than that of the Russell 2000® Index's largest capitalization company, as determined on June 1 of each year. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Gator Opportunities Fund has an expense ratio of 1.49 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Gator Funds