4 / 5 Stars
4 4 5 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#94 in Large Blend
U.S. News evaluated 486 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 18.02 percent over the past year, 12.42 percent over the past three years, 17.87 percent over the past five years, and 8.95 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization) value stocks of companies listed or traded on a national securities exchange or on a national securities association, including foreign securities traded on a national securities exchange or on a national securities association. It invests in American Depositary Receipts ("ADRs"), which are dollar-denominated securities of foreign issuers traded in the U.S. The fund may invest in ADRs through both sponsored and unsponsored arrangements. It is non-diversified.
Fees are Above Average compared to funds in the same category.
FMI Large Cap Fund has an expense ratio of 0.96 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 1 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12
The fund appears on the 2011 Money 70 list of recommended mutual and exchange-traded funds.Money 70 2011-01-21
[Manager Pat] English and his team have a clearly defined investment process and they execute this process in a disciplined manner. We are impressed with the quality, thoroughness, and thoughtfulness behind the team's fundamental company analysis. This is important given the team's focus on bottom-up stock selection.Litman Gregory 2010-06-30