3 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 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 22.82 percent over the past year, 16.82 percent over the past three years, and 17.62 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return. Under normal market conditions, the fund invests at least 80% of its assets in equity securities including common and preferred stocks and convertible securities. Typically, it invests at least 80% of its assets in common stocks issued by large-capitalization companies, although it is currently anticipated that the fund normally will invest at least 95% of its net assets in these companies. The fund advisor considers a company to be a large cap company if it has a market capitalization, at the time of purchase, within the capitalization range of the S&P 500® Index.
Fees are Above Average compared to funds in the same category.
Great lakes Disciplined Equity Fund has an expense ratio of 0.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.