| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
1
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#296 in Large Blend
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
The fund has returned 13.54 percent over the past year, and 11.63 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 13.5% |
| 3 Years (Annualized) | 11.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income that increases over time, and as a secondary objective, capital appreciation. The fund invests primarily in dividend-paying common stock of medium and large capitalization companies. The fund's sub-advisor defines large capitalization companies as those with a market capitalization of $5 billion or more. Its investments will generally be in common stocks that offer dividend yields above the market average and often show promise for future dividend increases. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Catalyst/Groesbeck Growth of Income Fund has an expense ratio of 1.55 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
