4 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#52 in Large Blend
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 27.56 percent over the past year, 17.47 percent over the past three years, and 18.08 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.0%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||N/A|
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. Such securities may be issued by companies that are organized in the U.S. or those organized in a foreign jurisdiction. For these purposes, 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.
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 is Above Average compared to funds in the same category according to Morningstar.