2 / 5 Stars
1 2 3 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#279 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.
The fund has returned 14.34 percent over the past year, 8.98 percent over the past three years, 2.86 percent over the past five years, and 6.35 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.4%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||2.9%|
|10 Years (Annualized)||6.3%|
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund typically invests in the securities of mid- and large-sized U.S. companies, although the managers have the flexibility to invest in the securities of small companies. Additionally, up to 50% of its net assets may be invested in foreign securities, including in emerging markets. The fund may invest in junk bonds rated BB (or lower) or Ba (or lower), by Standard & Poor's or Moody's Investor Services, respectively. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Litman Gregory Masters Value Fund has an expense ratio of 1.41 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.