| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 20 Utilities 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 22.27 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.2% |
| 1 Year | 22.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of infrastructure companies, such as utilities, toll roads, airports, ports and communications companies. It will invest in both U.S. and non-U.S. companies. The fund invests in a diversified portfolio of securities of infrastructure and utility companies that MFG Asset Management has determined have an appropriate capital structure, are likely to generate reliable income streams and are likely to benefit from inflation protection. It is anticipated that the fund's portfolio will generally consist of 80 to 100 companies.
Fees
Fees are Above Average compared to funds in the same category.
Frontegra MFG Core Infrastructure Fund has an expense ratio of 0.70 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
