| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
4
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
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 17.47 percent over the past year, 12.74 percent over the past three years, and 5.62 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.0% |
| 1 Year | 17.5% |
| 3 Years (Annualized) | 12.7% |
| 5 Years (Annualized) | 5.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks above average dividend income and long term capital growth. The fund invests primarily in equity securities of larger-sized U.S. companies (those with a market capitalization above $15 billion) that its Adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80% of the fund's total assets will be invested in income-producing equity securities.
Fees
Fees are Above Average compared to funds in the same category.
Johnson Equity Income Fund has an expense ratio of 1.00 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
