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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all O'Shaughnessy Mutual Funds funds
Performance
The fund has returned 19.06 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.8% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks and other equity securities of small- and medium- sized companies. It invests primarily in common stocks and other equity securities, including preferred stocks, convertible securities, rights and warrants to purchase common stock and depositary receipts. The fund may invest up to 50% of total assets in the securities of foreign issuers, including those in emerging markets, and may invest up to 10% of total assets in REITs or foreign real estate companies.
Fees
Fees are Low compared to funds in the same category.
O'Shaughnessy Small/Mid Cap Growth Fund has an expense ratio of 1.44 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
