| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
1
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#81 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 -0.59 percent over the past year, -1.59 percent over the past three years, and 1.47 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.0% |
| 1 Year | -0.6% |
| 3 Years (Annualized) | -1.6% |
| 5 Years (Annualized) | 1.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund typically invests in common stocks, although it may also invest in other types of equity securities such as preferred stocks, convertible bonds, convertible preferred stocks, options, and warrants. It generally seeks to purchase securities with a long-term (1-5 year) investment horizon, seeking to achieve long-term capital appreciation as the marketplace realizes the value of these companies over time. The fund generally sells securities when the Advisor believes that they are no longer undervalued or when the Advisor believes other opportunities are more attractive. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Tilson Focus Fund has an expense ratio of 1.44 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
