1 / 5 Stars
1 1 1 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#78 in Mid-Cap Value
U.S. News evaluated 108 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 12.25 percent over the past year, and 0.51 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||14.3%|
|3 Years (Annualized)||0.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Investment Partners Opportunities Fund has an expense ratio of 2.75 percent.
Risk is Low compared to funds in the same category according to Morningstar.