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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.0% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks primarily current and growing income and secondarily long-term capital appreciation. The fund normally will invest at least 80% of its assets plus borrowings for investment purposes in equity securities that have historically paid dividends. Although the fund may invest in any size companies, it will primarily invest in the common stocks of large capitalization companies. The fund typically will invest in a diversified portfolio of 35 to 50 securities spread across a variety of economic sectors.
