1 / 5 Stars
2 2 1 1 5
Zacks Investment Research
Standard & Poor's
1 / 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 13.81 percent over the past year, 2.44 percent over the past three years, and 9.80 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.8%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund pursues its investment objective through a "fund of funds" approach, whereby it primarily invests in unaffiliated index funds and exchange traded funds. The underlying funds in turn primarily invest in one or more of the following 5 Essential Themes: real estate, energy, raw materials, bonds and capital markets. Under normal circumstances, the fund seeks to invest at least 80% of the fund's assets in underlying funds that invest at least 80% of their assets in a manner intended to replicate the performance of a specific index. It is non-diversified.
Fees are High compared to funds in the same category.
Giant 5 Total Index System has an expense ratio of 1.97 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.