4 / 5 Stars
4 3 5 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#78 in Large Blend
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 20.16 percent over the past year, and 13.53 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with large-sized market capitalizations. It defines large-cap companies as those companies with market capitalizations within the range of companies in the Russell 1000® Index at the time of investment. The fund may invest up to 25% of its net assets in securities of foreign large-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American depositary receipts.
Fees are Above Average compared to funds in the same category.
Bright Rock Quality Large Cap Fund has an expense ratio of 0.96 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.