1 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.39 percent over the past year, 12.10 percent over the past three years, and 17.26 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||N/A|
The investment seeks income; long-term growth of capital is a secondary investment objective. The fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign companies that pay dividends. It seeks to invest in issuers with a history of or potential for "accelerating dividends," dividends that increase over time and where the amount of such increases grows over time. The fund invests in the equity securities of U.S. and foreign issuers, including those in emerging markets.
Fees are Above Average compared to funds in the same category.
Alpine Accelerating Dividend Fund has an expense ratio of 1.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.