SouthernSun U.S. Equity Fund

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.

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Performance

The fund has returned 26.88 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.4%
1 Year 26.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets in equity securities (common stocks) of U.S. companies. Its adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the portfolio manager selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
SouthernSun U.S. Equity Fund has an expense ratio of 2.05 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 SouthernSunFunds Funds