2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#318 in Large Blend
U.S. News evaluated 487 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 26.83 percent over the past year, 9.75 percent over the past three years, and 19.36 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. To achieve its investment objective, the fund invests primarily in a diversified portfolio of publicly traded equity securities of domestic companies of any market capitalization and may be unseasoned or established companies. Under normal circumstances, at least 80% of the value of its net assets is invested in publicly traded equity securities. The fund may also invest in exchange traded funds ("ETFs").
Fees are High compared to funds in the same category.
DGHM All-Cap Value Fund has an expense ratio of 2.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.