CornerCap Balanced Fund

Class No Load (CBLFX)
Scorecard
3 / 5 Stars
Lipper
2 2 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#53 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.46 percent over the past year, 7.99 percent over the past three years, 15.64 percent over the past five years, and 5.69 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 18.5%
3 Years (Annualized) 8.0%
5 Years (Annualized) 15.6%
10 Years (Annualized) 5.7%

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Summary

The investment seeks long-term capital appreciation and current income. The fund typically invests between 50% and 80% of its assets in equity securities (common stock and preferred stock) and between 20-50% in fixed income securities (bonds and money market securities). It may invest directly in equities or fixed income securities, or in exchange-traded funds (ETFs) or other investment companies that hold securities in which the fund may directly invest. The fund may invest in equity securities of companies of any size, it invests primarily in U.S. common stocks of large-cap companies and of mid-cap companies.

Fees

Fees are Above Average compared to funds in the same category.
CornerCap Balanced Fund has an expense ratio of 1.10 percent.

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Risk

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

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