| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#187 in Large Blend
U.S. News evaluated 498 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 14.74 percent over the past year, 11.63 percent over the past three years, and 4.49 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 14.7% |
| 3 Years (Annualized) | 11.6% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S.-listed equity securities of companies with large market capitalizations. Large market capitalization companies are those with market capitalizations that are similar, at the time of their purchase, to those of the companies in the S&P 500 Index or the Russell 1000 Index. The Adviser's quantitative analysis focuses on company fundamentals and is conducted using a proprietary total composite model that considers valuation, earnings and trading momentum characteristics to rank securities.
Fees
Fees are Above Average compared to funds in the same category.
Golden Large Cap Core Fund has an expense ratio of 0.70 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
