3 / 5 Stars
5 4 4 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#143 in Large Blend
U.S. News evaluated 487 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 26.84 percent over the past year, 15.18 percent over the past three years, 31.16 percent over the past five years, and 6.79 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||31.2%|
|10 Years (Annualized)||6.8%|
The investment seeks a total return that exceeds the return of the S&P Index. The fund is an enhanced S&P 500 Index fund that combines non-leveraged investments in the S&P 500 with a fixed-income portfolio. The portfolio duration is up to three years and the dollar-weighted average maturity ranges from one to five years. At least 85% of the fund's net assets are invested in fixed income securities rated at least investment grade or unrated securities that are determined by the Adviser to be of similar quality. Up to 15% of the fund's net assets may be invested in securities rated below investment grade.
Fees are Above Average compared to funds in the same category.
Metropolitan West AlphaTrak 500 Fund has an expense ratio of 0.91 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.