4 / 5 Stars
5 5 5 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Small Blend
U.S. News evaluated 225 Small Blend 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 25.63 percent over the past year, and 15.37 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of companies organized in the United States that are engaged in a broad range of industries. It invests at least 80% of net assets in securities issued by United States companies. The fund limits its investments in large capitalization companies to no more than 25% of net assets. It generally invests in companies that have attractive balance sheets and high internal rates of return. The adviser believes that investors in the fund should have a long-term investment horizon of at least three years.
Fees are Above Average compared to funds in the same category.
Motley Fool Great America Fund has an expense ratio of 1.38 percent.
Risk is Low compared to funds in the same category according to Morningstar.