1 / 5 Stars
2 2 1 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#337 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 -4.74 percent over the past year, -0.20 percent over the past three years, and 11.15 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||-0.2%|
|5 Years (Annualized)||11.2%|
|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 Above Average compared to funds in the same category.
Giant 5 Total Index System has an expense ratio of 2.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.