API Efficient Frontier Capital Income Fund Class C

Scorecard
4 / 5 Stars
Lipper
5 5 2 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 304 World Stock 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 15.14 percent over the past year, 9.16 percent over the past three years, 22.11 percent over the past five years, and 7.14 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 15.1%
3 Years (Annualized) 9.2%
5 Years (Annualized) 22.1%
10 Years (Annualized) 7.1%

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Summary

The investment seeks high current income, as well as growth of capital and income. The fund invests in securities that, in the Adviser's opinion, offer the opportunity for high current income or growth of capital and income. It may invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities. The Adviser invests directly in equity or debt securities when it believes attractive investment opportunities exist.

Fees

Fees are Above Average compared to funds in the same category.
API Efficient Frontier Capital Income Fund Class C has an expense ratio of 1.38 percent.

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Risk

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

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See Also:

Top American Pension Investors Funds