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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 218 Small Blend 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 16.48 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.2% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Above Average compared to funds in the same category.
Motley Fool Great America Fund has an expense ratio of 1.37 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
