3 / 5 Stars
3 4 4 3 3
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 25.30 percent over the past year, and 15.31 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.0%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation over the long-term, with a secondary objective of current income. The fund will invest at least 80% of its assets in equity securities. Its portfolio is constructed by combining the investment styles and strategies of multiple sub-advisors. Each sub-advisor uses its own proprietary research and securities selection processes to manage a concentrated portfolio within its allocated portion of the fund's assets. The fund may invest up to 35% of its total assets in American Depositary Receipts ("ADRs") and securities of foreign companies in both developed or emerging market countries. It is non-diversified.
Fees are Above Average compared to funds in the same category.
GuideMark SM Opportunistic Equity Fund has an expense ratio of 1.01 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.