| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#77 in World Stock
U.S. News evaluated 290 World Stock 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 20.53 percent over the past year, 12.30 percent over the past three years, 2.69 percent over the past five years, and 8.06 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 20.5% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | 2.7% |
| 10 Years (Annualized) | 8.1% |
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 High compared to funds in the same category.
API Efficient Frontier Capital Income Fund Class C has an expense ratio of 1.88 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
