4 / 5 Stars
5 5 5 4 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#24 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 25.16 percent over the past year, 14.17 percent over the past three years, 22.83 percent over the past five years, and 7.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||7.0%|
The investment seeks to match the total return of the Standard & Poor's 500® Composite Stock Price Index (S&P 500®). To pursue its goal, the fund normally invests at least 95% of its total assets in common stocks included in the S&P 500®. To replicate index performance, the fund's portfolio managers use a passive management approach and purchase all or a representative sample of securities comprising the S&P 500®. It generally invests in all 500 stocks in the S&P 500® in proportion to their weighting in the index.
Fees are Average compared to funds in the same category.
Dreyfus Basic S&P 500 Stock Index Fund has an expense ratio of 0.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.