2 / 5 Stars
3 3 4 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#304 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 20.60 percent over the past year, 11.60 percent over the past three years, 18.02 percent over the past five years, and 6.11 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||6.1%|
The investment seeks to provide long term capital growth. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of medium and large capitalization U.S. companies. The fund usually, but not always, pursues a strategy to be fully invested by exposing its cash to the performance of appropriate markets by purchasing equity securities and/or derivatives, which typically include index futures contracts.
Fees are Above Average compared to funds in the same category.
Russell U.S. Core Equity Fund has an expense ratio of 1.07 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.