| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#41 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.
Performance
The fund has returned 20.93 percent over the past year, 11.67 percent over the past three years, and 6.45 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 20.9% |
| 3 Years (Annualized) | 11.7% |
| 5 Years (Annualized) | 6.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") that have either adopted policies to invest at least 80% of their assets in equity securities, such as common stocks, preferred stocks or securities convertible into stocks, of U.S. companies, or invest substantially all of their assets in such equity securities. It will diversify its investments by investing primarily in investment companies focusing on different segments of the equity markets.
Fees
Fees are Low compared to funds in the same category.
RBB Free Market US Equity Fund has an expense ratio of 0.64 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
