| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#341 in Large Blend
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
The fund has returned 18.08 percent over the past year, 8.87 percent over the past three years, and 2.18 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 18.1% |
| 3 Years (Annualized) | 8.9% |
| 5 Years (Annualized) | 2.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds (ETFs), options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.
Fees
Fees are High compared to funds in the same category.
Plumb Equity Fund has an expense ratio of 1.40 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
