3 / 5 Stars
3 2 4 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#125 in Large Blend
U.S. News evaluated 486 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 24.56 percent over the past year, 12.09 percent over the past three years, 16.85 percent over the past five years, and 7.75 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||7.7%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in companies considered by the fund's investment team (at the time of purchase) to be large-capitalization companies. Its investment team currently expects that the fund typically will hold between 25 and 50 securities positions. The fund will typically invest principally in equity securities. It may at times, but will not necessarily, hold a substantial portion of its assets in cash and cash equivalents.
Fees are Above Average compared to funds in the same category.
RS Large Cap Alpha Fund has an expense ratio of 0.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.