3 / 5 Stars
2 1 5 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#151 in Large Blend
U.S. News evaluated 481 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 16.25 percent over the past year, 15.01 percent over the past three years, 16.32 percent over the past five years, and 5.91 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||5.9%|
The investment seeks capital appreciation; income is a secondary consideration. The fund invests primarily in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The fund managers consider large capitalization companies to be those with market capitalizations in excess of $8 billion. The fund may invest up to 20% of its assets in equity securities of smaller companies.
Fees are Above Average compared to funds in the same category.
Asset Management Fund Large Cap Equity Fund has an expense ratio of 1.22 percent.
Risk is Low compared to funds in the same category according to Morningstar.