| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#69 in Mid-Cap Blend
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 Thomas White Funds funds
Performance
The fund has returned 12.79 percent over the past year, 11.06 percent over the past three years, 3.56 percent over the past five years, and 8.79 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 12.8% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 3.6% |
| 10 Years (Annualized) | 8.8% |
Summary
The investment seeks long-term capital growth. The fund invests primarily (at least 80% of its net assets plus borrowings for investment purposes, if any) in equity securities (consisting of common stocks, preferred stocks and convertible securities) of U.S. companies. It principally invests in mid- and small-size U.S. companies. Equity securities of mid- and small-size companies tend to have greater price fluctuations than larger, more established companies.
Fees
Fees are Above Average compared to funds in the same category.
Thomas White American Opportunities Fund has an expense ratio of 1.35 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
