| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
4
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#238 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 16.34 percent over the past year, 12.28 percent over the past three years, 5.67 percent over the past five years, and 7.12 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.7% |
| 1 Year | 16.3% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | 5.7% |
| 10 Years (Annualized) | 7.1% |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of large capitalization U.S. companies. It normally invests at least 80% of net assets plus borrowings in equity securities of large capitalization companies. The fund considers a company to be a large capitalization company if the company's capitalization is equal to or greater than the top 60% of the companies that comprise the Russell 1000 Index. The fund may invest up to 20% of assets in foreign securities, including American Depositary Receipts.
Fees
Fees are Above Average compared to funds in the same category.
HighMark Large Cap Core Equity Fund has an expense ratio of 1.23 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
