Purisima Total Return Fund

Class No Load (PURIX)
Scorecard
2 / 5 Stars
Lipper
3 2 1 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#160 in World Stock

U.S. News evaluated 303 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 17.03 percent over the past year, 5.49 percent over the past three years, 16.26 percent over the past five years, and 5.19 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.0%
1 Year 17.0%
3 Years (Annualized) 5.5%
5 Years (Annualized) 16.3%
10 Years (Annualized) 5.2%

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Summary

The investment seeks a high total return. The fund seeks to achieve its objective by investing in a portfolio allocated between domestic and foreign common stocks and other equity-like securities or equity-linked derivatives, e.g., preferred stock, warrants, rights, depositary receipts and exchange-traded notes linked to an equity index. The fund's investments in different types of securities may vary significantly. The fund's investments in derivatives (such as notes linked to a securities index) will normally serve as a substitute for investing directly in a basket of securities represented by the index.

Fees

Fees are Above Average compared to funds in the same category.
Purisima Total Return Fund has an expense ratio of 1.35 percent.

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Risk

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

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See Also:

Top Purisima Funds Funds