Investment Partners Opportunities Fund

Class A (IPOFX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#78 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 11.29 percent over the past year, and -0.19 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 11.3%
3 Years (Annualized) -0.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.

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Risk

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

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