5 / 5 Stars
5 5 4 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 in Large Blend
U.S. News evaluated 486 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 27.66 percent over the past year, 15.56 percent over the past three years, 20.34 percent over the past five years, and 8.28 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||8.3%|
The investment seeks to achieve long-term after-tax returns for investors. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers located in the U.S. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. The fund will ordinarily invest in approximately 75 to 250 stocks; however, the number of stocks will vary depending on market conditions and the size of the fund.
Fees are Above Average compared to funds in the same category.
Managers AMG FQ Tax Managed U.S. Equity Fund has an expense ratio of 1.01 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.