Oceanstone Fund

Class Other (OSFDX)
3 / 5 Stars
4 2 2 1 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
C- (Hold)

U.S. News evaluated 112 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 Oceanstone funds

See full Mid-Cap Value rankings

See more fund rankings


The fund has returned 9.07 percent over the past year, 11.54 percent over the past three years, and 26.16 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date -2.2%
1 Year 9.1%
3 Years (Annualized) 11.5%
5 Years (Annualized) 26.2%
10 Years (Annualized) N/A

See more OSFDX performance


The investment seeks to obtain capital appreciation. To achieve its investment objective, the fund invests only in common stocks on the New York Stock Exchange, American Stock Exchange, and NASDAQ (both Global and Capital Markets), including American Depositary Receipts (ADRs) of foreign issuers, that the fund's investment adviser believes are undervalued. The fund will invest in small, medium, and large capitalization stocks and may engage in active and frequent trading of its portfolio securities. The fund is non-diversified.


Fees are Low compared to funds in the same category.
Oceanstone Fund has an expense ratio of 1.80 percent.

See more OSFDX fees


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

See more OSFDX risk