Rx Traditional Equity 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 21.74 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 21.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested in equity securities or portfolio funds that invest in equity securities.

Fees

Fees are Average compared to funds in the same category.
Rx Traditional Equity Fund has an expense ratio of 0.70 percent.

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Risk

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

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