O'Shaughnessy Mutual Funds Mutual Funds List
Here you can find all mutual funds issued by O'Shaughnessy Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.56%
- Avg. 1 Year Return
- 22.15%
- Avg. 5 Year Return
- 12.36%
- Median Risk/Return Score
- 51 / 100
O'Shaughnessy Mutual Funds Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O'Shaughnessy Market Leaders Value Fund | Large Cap Value Equities | Feb 26, 2016 | 0.56% | 8.09% | — | 17.14% | 51 |
Explore top O'Shaughnessy Mutual Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best O'Shaughnessy Mutual Funds Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| O'Shaughnessy Market Leaders Value Fund | 51 | — | Feb 2016 |
Best-Performing O'Shaughnessy Mutual Funds Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| O'Shaughnessy Market Leaders Value Fund | 12.36% | — | Feb 2016 |
Lowest-Cost O'Shaughnessy Mutual Funds Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| O'Shaughnessy Market Leaders Value Fund | 0.56% | — | Feb 2016 |
Highest-Yield O'Shaughnessy Mutual Funds Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| O'Shaughnessy Market Leaders Value Fund | 17.14% | — | Feb 2016 |
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