3 / 5 Stars
3 3 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#121 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 24.22 percent over the past year, 15.26 percent over the past three years, and 16.98 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.0%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in the equity securities of large capitalization companies (generally, companies in the $5 billion and more capitalization range of the Standard & Poor's 500 Index ("S&P 500 Index")). Equity securities include convertible securities and domestic common stocks, among other things.
Fees are Above Average compared to funds in the same category.
Institutional Advisors LargeCap Fund has an expense ratio of 1.21 percent.
Risk is Low compared to funds in the same category according to Morningstar.