3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 476 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 29.91 percent over the past year, 17.39 percent over the past three years, 17.34 percent over the past five years, and 7.40 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||28.7%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||7.4%|
The investment seeks to approximate, before fund 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. The vast majority of the fund's assets will normally be invested in stocks included in the S&P 500® Index in approximately the same relative proportion as those stocks are held in the S&P 500® Index. The fund may also invest in other S&P 500® Index derivatives with economic characteristics similar to the common stocks in the S&P 500® Index.
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.