4 / 5 Stars
4 4 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 492 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 21.52 percent over the past year, 14.37 percent over the past three years, 20.84 percent over the past five years, and 7.15 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.8%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||7.1%|
The investment seeks to approximate, before fees and expenses, the investment results of the S&P 500® Index. Under normal circumstances, the fund invests substantially all, but in no event less than 80%, of its net assets plus any borrowings for investment purposes in stocks included in the S&P 500® Index. It may also invest in other S&P 500® Index derivatives with economic characteristics similar to one or more of the common stocks in the S&P 500® Index. The fund may use derivatives, for example, as a substitute for taking a position in an underlying asset, to manage risk/volatility or as part of a hedging strategy.
Fees are Average compared to funds in the same category.
PNC S&P 500 Index has an expense ratio of 0.36 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.