3 / 5 Stars
4 3 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 23.30 percent over the past year, 15.48 percent over the past three years, and 17.96 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.4%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation with lower absolute volatility than the broad equity market. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities. The fund may invest in companies of any size. It seeks to produce long-term returns superior to the market with lower absolute volatility.
Fees are Above Average compared to funds in the same category.
Nuveen Symphony Low Volatility Equity Fund has an expense ratio of 1.22 percent.
Risk is Low compared to funds in the same category according to Morningstar.