2 / 5 Stars
1 1 5 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 15.51 percent over the past year, and 11.64 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.9%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Catalyst/Groesbeck Growth of Income Fund has an expense ratio of 2.30 percent.
Risk is Low compared to funds in the same category according to Morningstar.