| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#79 in Mid-Cap Value
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.
See all Investment Partners funds
Performance
The fund has returned -0.09 percent over the past year, and 0.63 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.6% |
| 1 Year | -0.1% |
| 3 Years (Annualized) | 0.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation with income as a secondary objective. The fund invests in a combination of (i) equity securities, (ii) fixed-income securities, (iii) other investment companies, (iv) cash equivalents, and (v) writing covered call options using the adviser's proprietary tactical asset allocation and security selection methodology. It may invest in fixed income securities that are sometimes referred to as "high yield" or "junk" bonds.
Fees
Fees are Low compared to funds in the same category.
Investment Partners Opportunities Fund has an expense ratio of 2.75 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
