Chou Opportunity Fund

Class Other (CHOEX)
Scorecard
2 / 5 Stars
Lipper
5 3 1 2 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 118 Small Value 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 34.35 percent over the past year, and 12.68 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 5.4%
1 Year 34.4%
3 Years (Annualized) 12.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Chou Opportunity Fund has an expense ratio of 1.48 percent.

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Risk

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

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See Also:

Top Chou America Funds