4 / 5 Stars
5 4 2 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#27 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 27.94 percent over the past year, 13.45 percent over the past three years, and 55.80 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.8%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||55.8%|
|10 Years (Annualized)||N/A|
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.
Risk is High compared to funds in the same category according to Morningstar.