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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.07 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 18.5% |
| 1 Year | 11.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term total return. The fund invests opportunistically in a focused portfolio of investments in the equity, fixed-income and cash and cash-equivalent asset classes. It may invest in any, all or none of the targeted asset classes at any given time. There is no limitation on the amount of the fund's portfolio that may be allocated to any one of these asset classes. It may maintain a significant portion of its assets in cash and cash-equivalent securities and investments. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Fairholme Allocation Fund has an expense ratio of 0.92 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
