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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.6% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term total returns. The fund normally intends to invest approximately 95% of its net assets (plus any borrowings for investment purposes) in equity securities. It may also invest up to 40% of its assets in equity securities of foreign issuers and/or depositary receipts that are traded on domestic or foreign exchanges, including emerging markets. The fund may invest in companies of any size - large, medium and small. It may, at times, invest greater than 25% of its net assets in the securities of companies in the same market sector.
