2 / 5 Stars
1 2 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#323 in Large Blend
U.S. News evaluated 496 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 27.52 percent over the past year, 14.54 percent over the past three years, and 2.42 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.0%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||2.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth of income and capital appreciation. The fund invests at least 80% of its net assets in a portfolio of dividend-paying common stocks and preferred stocks that have the potential to offer long-term growth of income and capital appreciation. It invests primarily in companies with large market capitalizations similar to those of companies included in the Russell 1000 Value Index, typically using a "value approach." The fund may invest up to 20% of its net assets in securities issued by REITs.
Fees are High compared to funds in the same category.
Cohen & Steers Dividend Value Fund has an expense ratio of 1.01 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.