1 / 5 Stars
5 3 1 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 122 Small Value 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 14.60 percent over the past year, and 12.76 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.4%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of companies located in developed and emerging markets throughout the world that the adviser believes are available at market prices less than their value. Portfolio holdings are typically concentrated in 10 to 35 securities without limits as to the size of an issuer, the issuer's or the industry in which it operates. It may invest in debt securities, including government and corporate bonds, high yield bonds, commercial paper, mortgage or asset-backed securities and repurchase agreements. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Chou Opportunity Fund has an expense ratio of 1.48 percent.
Risk is High compared to funds in the same category according to Morningstar.