3 / 5 Stars
3 4 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 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 25.06 percent over the past year, 16.07 percent over the past three years, and 18.57 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.3%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. It will invest its assets in both value and growth stocks, as well as dividend-paying and non-dividend-paying stocks. The fund may invest up to 20% of its net assets in foreign securities. It may invest up to 20% of its net assets in put and call options.
Fees are Above Average compared to funds in the same category.
Davidson Multi-Cap Equity Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.