2 / 5 Stars
2 2 5 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 486 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 19.59 percent over the past year, 12.23 percent over the past three years, and 15.03 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||15.0%|
|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 intends to invest in the equity securities of U.S. and foreign issuers, including those in emerging markets. The fund is not restricted with respect to how much it may invest in the issuers of any single country or the amount it may invest in non-U.S. issuers, provided the fund limits its investments in countries that are considered emerging markets to no more than 25% of the fund's net assets at any one time.
Fees are Above Average compared to funds in the same category.
Alpine Accelerating Dividend Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.