2 / 5 Stars
5 4 1 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#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.
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%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Fairholme Allocation Fund has an expense ratio of 1.00 percent.
Risk is High compared to funds in the same category according to Morningstar.