| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
2
5
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#39 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.69 percent over the past year, 17.94 percent over the past three years, 7.37 percent over the past five years, and 7.63 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | 24.7% |
| 3 Years (Annualized) | 17.9% |
| 5 Years (Annualized) | 7.4% |
| 10 Years (Annualized) | 7.6% |
Summary
The investment seeks total return greater than that of its benchmark, the Russell 3000 Index. The fund is a fund of funds and invests primarily in shares of the U.S. Equity funds. It primarily seeks exposure to U.S. equity investments (which may include both growth and value style equities and equities of any market capitalization) but also may have exposure to non-U.S. equity investments. Under normal circumstances, the fund invests (including through investment in the underlying funds) at least 80% of its assets in equity investments tied economically to the U.S. The fund is non-diversified.
