Fairholme Allocation Fund

Class Other (FAAFX)
Scorecard
2 / 5 Stars
Lipper
5 4 1 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

#23 in Mid-Cap Value

U.S. News evaluated 109 Mid-Cap Value 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 30.35 percent over the past year, and 13.90 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 5.9%
1 Year 30.4%
3 Years (Annualized) 13.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 1.00 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Fairholme Funds