Rx Dividend Income Fund

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 9.15 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 9.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks equity income and capital appreciation. The fund invests principally in common stocks and American Depository Receipts (" ADRs") that regularly pay dividends. It is not limited in its investments by market capitalization. The fund may invest in ADRs sponsored by the issuers of the underlying securities or ADRs not sponsored by the issuers.

Fees

Fees are Above Average compared to funds in the same category.
Rx Dividend Income Fund has an expense ratio of 1.70 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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