Has a BS in Finance and Accounting, and also an MBA. Currently working for a Fortune 500 bank as a risk operations manager. His passion is stock research and economics data research. He has found that through the use of both technical and fundamental analysis the market is easier to predict.... More
1.) Invesco Van Kampen Exchange Fund (ACEHX) is currently at 425.3 with a gross expense ratio of 0.54%. ACEHX is primarily invested in large cap domestic stocks. This Fund is in the top 25%, with a Morningstar rating of 5 stars for 3yr and 5yr. The 3yr risk rating is below average, but the return is high.
1Yr
3Yr
5Yr
10Yr
Since Incep /Date
ACEHX Invesco Van Kampen Exchange
4.59
9.33
3.55
4.10
10.77 12/16/1976
2.) American Century Equity Income Fund (AEURX) is currently at 6.70 with a gross expense ratio of 1.46%. AEURX is mostly invested in domestic stocks, top 3 of its portfolio is Exxon Mobile Corp 4.21%, Bank of America Corp 3.95%, and Annaly Capital Mgmt Inc 3.19%. The Fund has a Morningstar rating of 5 stars for 3yr, 5yr, and 10yr. Its risk score is low, and above average returns.
3.) First Eagle US Value Fund (FEVCX) is currently at 15.83 with a gross expense ratio of 1.99%. The initial minimum is $2,500 or $1,000 for IRA. The fund has a 5 star rating for 3yr, 5yr, and 10yr. Its risk score is low, and above returns rates high.
1Yr
3Yr
5Yr
10Yr
FEVCX First Eagle US Value Fund
2.1
3.3
3.01
8.04
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
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3 5-Star Funds 0 comments
1.) Invesco Van Kampen Exchange Fund (ACEHX) is currently at 425.3 with a gross expense ratio of 0.54%. ACEHX is primarily invested in large cap domestic stocks. This Fund is in the top 25%, with a Morningstar rating of 5 stars for 3yr and 5yr. The 3yr risk rating is below average, but the return is high.
/Date
12/16/1976
2.) American Century Equity Income Fund (AEURX) is currently at 6.70 with a gross expense ratio of 1.46%. AEURX is mostly invested in domestic stocks, top 3 of its portfolio is Exxon Mobile Corp 4.21%, Bank of America Corp 3.95%, and Annaly Capital Mgmt Inc 3.19%. The Fund has a Morningstar rating of 5 stars for 3yr, 5yr, and 10yr. Its risk score is low, and above average returns.
3.) First Eagle US Value Fund (FEVCX) is currently at 15.83 with a gross expense ratio of 1.99%. The initial minimum is $2,500 or $1,000 for IRA. The fund has a 5 star rating for 3yr, 5yr, and 10yr. Its risk score is low, and above returns rates high.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.
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